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Top Tech Jobs & Startup Jobs

Wealth Enhancement Group

Director of Platform Integration

16 Days AgoSaved

Remote

Nebraska, USA

Senior level

Financial Services

The Director of Platform Integration oversees transitions of acquired advisor teams into centralized systems, focusing on data management and stakeholder coordination.

Top Skills: Microsoft Office SuiteOrion Advisor TechnologySalesforce

Wealth Enhancement Group

Portfolio Consultant (Remote)

Reposted 16 Days AgoSaved

Remote

USA

98K-175K Annually

Senior level

98K-175K Annually

Senior level

Financial Services

The Portfolio Consultant supports advisors by providing financial guidance, developing investment strategies, and enhancing client relationships through tailored support and thought leadership.

Top Skills: MS Office

Wealth Enhancement Group

Compliance Intern

Reposted 18 Days AgoSaved

Remote

Minnesota, USA

34K-53K Annually

Internship

34K-53K Annually

Internship

Financial Services

The Compliance Intern will support the Compliance team in implementing processes, tracking compliance requirements, and performing administrative tasks, while gaining experience in regulatory compliance and risk management.

Top Skills: ExcelMicrosoft Office SuiteWord

Wealth Enhancement Group

Employee Communication Manager

Reposted 19 Days AgoSaved

Plymouth, MN, USA

95K-153K Annually

Senior level

95K-153K Annually

Senior level

Financial Services

The Employee Communication Lead develops communication strategies, manages internal channels, supports employee engagement programs, and mentors staff, ensuring alignment with company goals.

Top Skills: Microsoft Office SuiteSalesforceWorkday

Wealth Enhancement Group

Financial Advisor

23 Days AgoSaved

Houston, TX, USA

Senior level

Financial Services

The Financial Advisor will manage client relationships, assist senior advisors, facilitate the financial planning process, and close prospective clients, while ensuring compliance and participating in training programs.

Top Skills: Crm SoftwareFinancial Planning SoftwareInvestment Management Tools

Wealth Enhancement Group

Financial Advisor

23 Days AgoSaved

Denver, CO, USA

Junior

Financial Services

Assist financial advisors in managing client relationships and accounts, prepare financial plans, and conduct annual reviews while ensuring compliance and providing excellent client service.

Top Skills: CRM

Wealth Enhancement Group

Regional Vice President, Partner Programs

23 Days AgoSaved

Atlanta, GA, USA

Senior level

Financial Services

Manage relationships with custodial partners, source and close prospects, educate clients on financial planning, and work with Wealth Enhancement advisors.

Top Skills: Financial Planning TechnologySeries 65Series 66Series 7

Wealth Enhancement Group

Administrative Assistant

23 Days AgoSaved

Midland, MI, USA

17-24

Junior

17-24

Junior

Financial Services

The Administrative Assistant will provide top-notch customer service, handle calls and appointments, manage office supplies, and maintain cleanliness.

Top Skills: MS OfficeSalesforceWorkday

Wealth Enhancement Group

Director of Advisor Services

23 Days AgoSaved

Remote

USA

Senior level

Financial Services

The Director of Advisor Services executes strategies to empower advisor teams, focusing on engagement, development, practice optimization, and organic growth, driving operational success and client retention.

Top Skills: MS OfficeOrionSalesforceTamarac

Wealth Enhancement Group

Financial Advisor

23 Days AgoSaved

Los Angeles, CA, USA

100K-125K Annually

Senior level

100K-125K Annually

Senior level

Financial Services

As a Financial Advisor, manage client relationships, assist with complex financial planning, source new clients, and provide exceptional service to help clients achieve financial goals.

Top Skills: Crm SoftwareFinancial Planning Software