Jobs at Wealth Enhancement Group

The Associate Regional Vice President will drive business development, manage relationships with custodial partners, and transition clients to WEG advisors, requiring travel and excellent communication skills.

The Financial Advisor will manage client relationships, facilitate financial planning processes, source leads, and mentor team members to improve service and client outcomes.

The VP Financial Advisor manages client relationships, facilitates financial planning, sources and closes prospects, and mentors team members. This role emphasizes client support and adherence to compliance standards within the wealth management industry.

The Data Analyst will collect and analyze data to provide insights for business decisions, collaborating with stakeholders to drive analytics capabilities.

The Regional Vice President will manage custodial client relationships, educate on financial solutions, and close new business opportunities. This role involves extensive travel and coordination with WEG advisors.

The Senior Business Analyst supports practice management by translating requests into deliverables, managing reporting and analytics, and overseeing business systems like Salesforce and ActiFi. Responsibilities include data governance, documentation and automation initiatives, and stakeholder communication.

The Advisor Marketing Specialist collaborates with advisor teams to develop and execute marketing strategies, manage campaigns, and drive business growth through creative marketing solutions.

The Counsel – Equity Management will oversee equity compensation compliance, advise on regulatory matters, manage equity transactions, and draft legal documentation.

The RVP of CPA Alliances drives growth by building relationships with CPA firms, executing outreach, managing partnerships, and ensuring compliance. The role focuses on referral program development and strategic planning to enhance client value and revenue.

The VP, Corporate Executive Program will lead and expand a wealth planning platform for corporate executives, driving revenue and advisor engagement through specialized planning solutions.

The Operations Specialist | Partner Programs manages operational tasks, resolves client issues, supports sales teams, and analyzes data to improve processes and reporting within the organization.

The New Client Acquisition Specialist identifies potential clients for financial advisors by developing leads, screening prospects, and setting appointments, while utilizing Salesforce and maintaining financial industry knowledge.