Wealth Enhancement Group

14 Remote Job Openings at Wealth Enhancement Group

Advisor Marketing Operations & Enablement Manager

Wealth Enhancement Group · Full Time · 4 days ago

Wealth Enhancement Group

🌎 United States 💵 $110K - $125K per year ⭐ 2-5 yrs exp 💼 Marketing

The manager will lead a team to support advisor marketing programs, internal enablement, and operational efficiency across the department. They will also serve as an AI adoption champion to identify and implement automated workflows and scalable resources.

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Business Systems Administrator | Wealth Management Platforms

Wealth Enhancement Group · Full Time · 7 days ago

Wealth Enhancement Group

🌎 United States 💵 $65000 - $75000 per year ⭐ 2-5 yrs exp 💼 Software Development

Responsible for the administration, governance, and continuous improvement of the wealth management planning technology ecosystem. Acts as the primary liaison between advisors, IT, and vendors to manage licensing, M&A onboarding, and platform optimization.

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Internal Sales Specialist (Remote Work Option)

Wealth Enhancement Group · Full Time · 12 days ago

Wealth Enhancement Group

🌎 United States 💵 $70000 - $85000 per year ⭐ 2-5 yrs exp 💼 Sales

Support Regional Vice Presidents by managing the sales cycle, processing leads, and coordinating initial client meetings. Oversee pre- and post-introduction communications and partner with leadership to manage the new business pipeline.

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Tax Consultant (Hybrid or Remote)

Wealth Enhancement Group · Full Time · 19 days ago

Wealth Enhancement Group

🌎 United States 💵 $38 - $50 per hour ⭐ 5-10 yrs exp 💼 Finance

Deliver integrated tax planning and advisory services to clients while partnering with financial advisors to develop tax-efficient strategies. Prepare and review tax returns for individuals, trusts, estates, and corporations while ensuring regulatory compliance.

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New Client Acquisition Specialist

Wealth Enhancement Group · Full Time · 24 days ago

Wealth Enhancement Group

🌎 United States 💵 $80000 - $100K per year ⭐ 2-5 yrs exp 💼 Others

Identify and qualify potential clients through high-volume outbound calls and emails to set appointments for financial advisors. Utilize Salesforce to manage the sales pipeline and communicate the company's value proposition and service offerings.

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UHNW Operations Consultant (Remote)

Wealth Enhancement Group · Full Time · 2 months ago

Wealth Enhancement Group

🌎 United States 💵 $120K - $150K per year ⭐ 10+ yrs exp 💼 Others

Provide operational leadership and advanced portfolio accounting for complex ultra-high-net-worth client relationships. Design and execute customized performance reporting solutions for multi-entity households, trusts, and alternative investments.

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Facilities Specialist

Wealth Enhancement Group · Full Time · 2 months ago

Wealth Enhancement Group

🌎 United States 💵 $80000 - $85000 per year ⭐ 2-5 yrs exp 💼 Others

Plans and manages space planning, expansions, and renovations for corporate and branch offices. Oversees vendor relationships, facility budgets, and day-to-day operations to ensure brand standards are met.

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Sr Financial Planner

Wealth Enhancement Group · Full Time · 2 months ago

Wealth Enhancement Group

🌎 United States 💵 $115K - $130K per year ⭐ 5-10 yrs exp 💼 Finance

Develop comprehensive, customized financial plans and analyses to support Financial Advisors and their clients. Provide technical planning expertise, mentor new team members, and maintain advisor and client resources.

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Director, New Client Development

Wealth Enhancement Group · Full Time · 2 months ago

Wealth Enhancement Group

🌎 United States 💵 $125K - $150K per year ⭐ 5-10 yrs exp 💼 Others

Lead and manage a team of Regional Vice Presidents to drive organic growth and new client acquisition. Provide hands-on coaching, monitor pipeline health, and execute onboarding processes to elevate sales performance.

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Sr Facilities M&A Specialist

Wealth Enhancement Group · Full Time · 2 months ago

Wealth Enhancement Group

🌎 United States 💵 $85000 - $95000 per year ⭐ 5-10 yrs exp 💼 Others

Responsible for integrating acquired firms into the company's facilities platform through diligence, vendor transition, and post-close support. This includes managing signage branding, lease documentation, and supervising renovation or installation projects.

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VP, Corporate Executive Program

Wealth Enhancement Group · Full Time · 3 months ago

Wealth Enhancement Group

🌎 United States ⭐ 10+ yrs exp 💼 Others

The VP will lead the design and national rollout of a corporate executive-focused wealth planning platform to drive AUM and revenue growth. They are responsible for developing standardized frameworks for equity compensation, tax modeling, and advisor enablement to scale the business nationally.

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Counsel – Equity Management

Wealth Enhancement Group · Full Time · 4 months ago

Wealth Enhancement Group

🌎 United States 💵 $122K - $140K per year ⭐ 5-10 yrs exp 💼 Legal

The Counsel will lead the legal oversight of equity compensation programs and ensure compliance with securities laws and regulatory frameworks. They will also provide legal support for M&A transactions and manage the integration of equity arrangements across the organization.

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Associate Regional Vice President

Wealth Enhancement Group · Full Time · 6 months ago

Wealth Enhancement Group

🌎 United States 💵 $175K - $225K per year ⭐ 2-5 yrs exp 💼 Others

The primary goal is to close and successfully transition clients to a WEG Advisor by working directly with custodial partners, prospective clients, and WEG advisors within a specific territory. Key functions include partnering with the senior RVP to grow market share, educating stakeholders on WEG's value proposition, and sourcing/closing prospects.

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Associate Regional Vice President

Wealth Enhancement Group · Full Time · 6 months ago

Wealth Enhancement Group

🌎 United States 💵 $175K - $225K per year ⭐ 2-5 yrs exp 💼 Others

This is a business development role focused on growing the territory by managing relationships with custodial partners and closing prospective clients, successfully transitioning them to a WEG Advisor. Primary functions include educating partners and prospects on WEG's value proposition, conducting presentations, and sourcing/closing new business.

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