The VP of Business Development will lead M&A strategy, financial analysis, and deal execution for Wealth Enhancement Group. Responsibilities include identifying growth opportunities, conducting financial modeling and due diligence, and negotiating M&A transactions while ensuring compliance with legal frameworks. The role requires collaboration with executive teams and delivering strategic insights for organizational growth.

The Financial Advisor will partner with the lead advisor to facilitate financial planning processes, manage client relationships, prepare annual reviews, and mentor team members. Responsibilities include sourcing and converting prospects to clients, conducting reviews, and actively participating in training and community engagement.

As an Associate Financial Advisor, you will support senior advisors in managing client relationships, prepare financial plans, analyze investments and insurance, and participate in training while ensuring compliance with corporate communication strategies.

The Investment Associate will assist in portfolio management and support the Financial Advisor team by managing portfolios, conducting daily trading, and creating tools for client retention. The role includes leading investment-related projects, evaluating portfolio reports, and demonstrating knowledge of financial products.

The Sr. Financial Planner supports Financial Advisors by developing comprehensive financial plans and analyses. Responsibilities include organizing financial documentation, reviewing insurance and estate plans, utilizing financial planning tools, and providing technical planning expertise. The role also involves mentoring new team members and participating in team initiatives.

The New Client Team Intern will support the sales pipeline by assisting in the advisor opportunity process, generating reports, and utilizing data entry skills. Interns will gain hands-on experience in financial services and marketing while enhancing communication and learning about the sales process. The position is ideal for students seeking a career in finance or sales.

The Internal Sales Specialist will support Regional Vice Presidents in establishing new client relationships. Responsibilities include managing incoming leads, processing case information, coordinating presentations, and overseeing the sales cycle while providing support to the sales team.

The Business Development Intern will assist analysts with data entry, pipeline management, and prepare company valuations. They will conduct deal research on wealth management firms and work on an independent project related to mergers and acquisitions, enhancing their analytical skills and understanding of industry trends.

The Internal Communications Intern will support employee engagement initiatives and community involvement programs at Wealth Enhancement. Responsibilities include promoting employee appreciation gifts and wellness programs, creating communication content, and assisting with nonprofit engagement. This internship offers practical experience in internal communications within the financial sector.

The Compliance Intern will assist the Compliance team with process implementation, track compliance requirements, and support various compliance-related tasks. Interns will gain practical knowledge in regulatory compliance frameworks and enhance their analytical skills.

The Financial Advisor manages client relationships to help them achieve financial goals through personalized financial planning. Responsibilities include facilitating the financial planning process, sourcing and converting prospects to clients, assisting senior advisors, conducting client meetings, and ensuring compliance with the firm's standards.

The Financial Advisor will manage client relationships, facilitate the financial planning process, and assist senior advisors. Responsibilities include conducting annual reviews, sourcing prospective clients, and engaging clients in financial planning. The role also involves analyzing investments and managing accounts, while adhering to corporate communication and compliance standards.

The Associate Portfolio Manager assists the investment strategy team by conducting market research, analyzing securities like stocks and bonds, executing trades, and maintaining portfolio management workflows. The role involves communication and collaboration to enhance overall investment strategies and support team projects.

The Regional Vice President, Partner Programs manages relationships with custodial partners and engages with prospective clients to transfer them to advisors. Responsibilities include sourcing prospects, conducting presentations, and participating in training and compliance activities while maintaining communication with advisors nationwide.

The Regional Vice President, Partner Programs will manage relationships with custodial partners, close sales prospects, and educate clients and advisors about services and strategies. This role requires regular travel and participation in training and presentations to understand client needs and facilitate successful transitions to WEG Advisors.

The Trading Operations Specialist is responsible for trade order creation and execution, tax-efficient rebalancing, post-trade processing, corporate action research, and support for investment research and reporting. This role requires effective time management and organizational skills while being detail-oriented to ensure accuracy in various investment operations.

The Associate Financial Planner will act as a liaison between clients and Financial Advisors, assisting with financial paperwork, account reviews, and client requests. Key responsibilities include organizing financial documentation, analyzing investments, and maintaining client files while ensuring accurate completion of necessary paperwork.

The Administrative Assistant is the first point of contact for clients, providing exceptional customer service through managing calls, scheduling appointments, preparing beverage stations, and maintaining office organization. Additional responsibilities include handling deliveries, document processing, and performing special projects as assigned.

The Financial Advisor is responsible for managing client relationships, facilitating the financial planning process, preparing annual reviews, sourcing and closing prospective clients, and assisting clients in managing their investments and insurance policies. They will work closely with senior advisors and contribute to the company's objectives for customer service quality and sales growth.

The Financial Advisor Assistant supports Financial Advisors in maintaining client relationships, conducting client reviews, and managing portfolios. Responsibilities include client communication, gathering data for reviews, updating client accounts, and performing portfolio analysis. This role involves using CRM software and ensuring client needs are met effectively.