Wealth Enhancement Group Benefits Overview

The Associate Financial Advisor will support senior advisors in managing client relationships, preparing financial plans, and analyzing investments while ensuring excellent client service.

Assist Financial Advisors in creating comprehensive financial plans, conducting analyses, and addressing technical planning inquiries. Participate in client communication, training, and team initiatives.

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.