Top Tech Jobs & Startup Jobs

The Sr. Tax Advisor at Wealth Enhancement Group focuses on tax preparation and planning for clients, emphasizing client satisfaction and retention. Responsibilities include managing client relationships, preparing various tax returns, identifying tax planning opportunities, and driving revenue growth through new business generation. This role also involves collaboration within the advisor team to ensure comprehensive financial plans for clients.

As a Financial Advisor at Wealth Enhancement Group, you will manage client relationships, assist in the financial planning process, source and close clients, and participate in team discussions. You'll facilitate annual reviews and ensure that client needs are exceeded through personalized service and analysis.

The Associate Instructional Designer will assist in creating engaging training courses and materials for Advisor Team members. Responsibilities include developing and maintaining training content, monitoring learning effectiveness, supporting knowledge article writing, and tracking training attendance.