Search the 38 jobs at Wealth Enhancement Group

The Trading Analyst defines and manages the trading process across various teams, ensuring efficient and accurate trading of client accounts using the Tamarac platform. Responsibilities include managing account flows, revising trading procedures, and resolving trade errors while supporting financial advisors in client retention and acquisition efforts. The Analyst also creates reports and assists in training others on trading processes.

The Senior Cloud Architect will design, implement, and maintain cloud solutions for Wealth Enhancement Group, collaborating with technical and business teams to assess use cases and recommend architectural solutions. Responsibilities include leading cloud strategies, managing infrastructure initiatives, conducting performance assessments, and mentoring team members while ensuring compliance with regulatory requirements.

The Financial Advisor role involves managing client relationships, facilitating the financial planning process, and assisting senior advisors. Responsibilities include preparing annual reviews, sourcing and closing new clients, and delivering financial advice. The advisor will also participate in various trainings and maintain compliance with corporate standards.

The Trading Analyst at Wealth Enhancement Group defines and manages account trading processes with a focus on efficiency and accuracy, utilizing software like Orion and Eclipse. Key responsibilities include managing trades, monitoring portfolios, generating reports, and collaborating with financial advisors and portfolio managers.

The Financial Advisor (Partner Programs) at Wealth Enhancement Group manages client relationships, conducts financial planning processes, assists in closing prospective clients, and analyzes investments and insurance policies. This hybrid role requires strong communication and analytical skills to provide high-level planning-oriented service and drive client referrals.

The Marketing Program Manager for Strategic Partnerships will create and implement marketing programs targeting high net worth individuals through collaborations with referral partners. Responsibilities include developing strategies, managing partnerships, creating content, and ensuring program growth, with a focus on driving measurable revenue growth.

The Investment Associate will assist in portfolio management, providing support to the Financial Advisor team through knowledge of financial markets and managed portfolio offerings. Responsibilities include daily trading, performance reporting, and contributing to portfolio construction for maximizing risk-adjusted returns.

The RVP, New Client Development will focus on enhancing client acquisition and engagement through the firm's personalized financial planning services. This role involves supporting a team-based approach to wealth management, participating in professional development, and driving new client strategies.

The Associate Financial Advisor will assist clients in achieving their financial goals while providing excellent client service. Responsibilities include working closely with senior advisors, managing client relationships, analyzing investments and financial plans, placing trades, preparing annual reviews, creating financial plans, and participating in training and development events.

The Paralegal will provide support to the legal team by conducting research on securities and employment laws, preparing legal documents, managing legal disputes, and assisting with regulatory compliance. The role involves organizing legal records, coordinating with outside counsel, and providing project management support to attorneys.

The Trading Operations Specialist is responsible for trade order execution, rebalance of client accounts, managing trade settlement issues, researching corporate actions, and supporting investment reporting. The role demands strong analytical skills and effective time management for successful operational support.

The Sr. Financial Analyst will partner with the Finance Team to manage the annual budget, support quarterly forecasts, provide monthly reporting on key performance indicators, and conduct variance analysis. This role requires a strong financial background with experience in financial modeling and analysis, particularly in a fast-paced environment.

The Sr. Human Resource Generalist role supports HR functions including Core HR, HRIS Support, Administration, and Employee Support. Responsibilities involve managing M&A processes, maintaining job descriptions, ensuring compensation fairness, and providing employee assistance while collaborating with various stakeholders.

The Development Manager leads developer resources, aligns technology vision with the Director of Salesforce Architecture, oversees solution development on Salesforce and Workday, maintains documentation, manages project allocations, mentors team members, enforces coding standards, and conducts quality assurance for deliverables.

The Financial Planner will support Financial Advisors in creating customized financial plans, assist clients with financial documentation, and provide analyses using financial planning tools. They will mentor new team members and contribute to team initiatives while maintaining communication with clients and advisors.

The Senior Annuity Desk Lead at Wealth Enhancement will establish and manage a centralized Annuity Desk, supporting Advisors and clients with annuity strategies, education, and analysis. The role involves developing tools and resources, training Advisors, and collaborating on business initiatives while staying informed about industry trends.

The Financial Advisor Assistant at Wealth Enhancement Group will support Financial Advisors by managing client relationships, preparing reviews and follow-ups, and assisting in portfolio management. Responsibilities include client communication, data gathering, scheduling reviews, updating portfolio allocations, and preparing account transactions.

The Financial Advisor - Partner Programs is responsible for managing client relationships, facilitating the financial planning process, sourcing and closing prospective clients, and providing exceptional client service. This role also includes analyzing investments and insurance policies, placing trades, and participating in training and professional development.

The Associate Financial Advisor assists senior advisors in managing client relationships, preparing financial plans, conducting client meetings, and performing investment analyses. This role focuses on providing exceptional client service, contributing to sales growth, and adhering to compliance standards while offering advancement opportunities in the wealth management field.

The Lead Web Developer will oversee complex technology implementations and lead the development of web solutions using Drupal and Acquia CMS. Responsibilities include managing workflows, integrating third-party systems, collaborating with stakeholders, and mentoring team members. This role requires proficiency in coding and system architecture to enhance client experiences and support Agile methodologies.