Jobs at Wealth Enhancement Group

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

The Digital Marketing Intern will assist in executing campaigns, analyzing performance, supporting budget tracking, and collaborating with various teams to ensure campaign success.

The Internal Sales Specialist supports Marketing Regional Vice Presidents by processing leads, overseeing the sales cycle, and coordinating with sales teams.

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 Sr Partner Management Specialist will manage external partner relationships, conduct performance analysis, support strategic framework development, and collaborate with cross-functional teams to improve partner operations.

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 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.

The Equity Program Lead manages equity programs, ensuring accuracy and compliance while providing leadership and operational support across departments. Responsibilities include process execution, participant communication, and coordination with HR, Finance, and Legal.

The Director of Advisor Services will manage advisor teams, focusing on growth, client engagement, and operational efficiency. Responsibilities include coaching, implementing firm initiatives, and overseeing team performance across the Great Lakes Region.

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 Regional Vice President, New Client Development is responsible for acquiring new clients with investable assets, supporting financial advisory teams, and enhancing revenue through effective marketing and sales strategies.

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