Wealth Enhancement Group

Partner with financial advisors to expand wallet share from existing clients by identifying opportunities and supporting complex planning and investment strategies. | 7+ years in investment management or financial advisory with strong technical expertise, client relationship skills, and willingness to travel. | About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. Due to growth, we have an exciting opportunity for a Regional Vice President, Existing Client Development to join our team. The RVP will play a strategic role in expanding wallet share from existing clients by partnering directly with financial advisory teams. As a planning and investment expert, the RVP supports advisors in identifying opportunities to grow client assets under our management (AUM). This role is ideal for a seasoned professional with deep expertise in financial planning, investment strategy, and collaborative business development. Primary Job Functions Partner with financial advisors to uncover and convert existing client opportunities for additional investment. Serve as a subject matter expert in planning and investment strategy to support advisors in expanding their client wallet share. Lead initial client conversations when appropriate, helping articulate WEG’s value proposition and deepen engagement. Scope and Primary Duties Develop & Identify Existing Client New Money Opportunities Collaborate with advisors to identify Existing Client New Money (ECNM) opportunities within their existing book, provide strategic input on cases, and deliver presentations that focus on wallet share growth. Drive revenue through expanding wallet share (ECNM) Drive AUM growth by expanding existing client relationships, not by sourcing new clients. Educate advisors and clients on planning and investment topics that support deeper engagement. Use WEG’s planning framework to help advisors close mid- and high-net-worth ECNM opportunities. Support Financial Advisory Teams Act as a resource for complex planning and investment cases, helping advisors deliver high-impact solutions. Participate in joint meetings with clients to reinforce planning recommendations and investment strategies. Ensure smooth handoff and ongoing service delivery in partnership with advisory teams post-engagement. Education/Qualifications 7+ years of business development / sales experience in investment management and/or financial advisory industry with demonstrated ability to develop and manage client relationships Strong financial advisory and wealth management acumen and experience Strong technical expertise in financial planning and investment strategy. Demonstrated ability to collaborate with financial advisors using consultative planning and investment expertise to identify client needs, propose tailored solutions, and drive expansion of managed assets. Demonstrated strategic planning and sales experience Willingness to independently travel regularly in assigned market – up to 50% Experience using CRM systems (Salesforce preferred) Excellent communication, presentation, listening and analytical skills Proven time management and organizational skills in high volume, high energy environments 4-year degree in business, finance, marketing or related FINRA Series 65 required CFP(R) designation strongly preferred Comprehensive Benefits Offerings Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities: Training and professional development Medical, dental and vision coverage (Available to employees and their families) Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses Life and AD&D insurance – employer paid and voluntary options Short-term and long-term disability, workers compensation – employer paid 401k with match and profit sharing Wellness programs and resources Voluntary benefits, including pet insurance 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) 12 paid holidays each year (10 pre-determined and 2 floating days) Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements) Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700 Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Click the following link to view Federal and E-Verify posters: Link OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems. Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws. Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. Wealth Enhancement Careers

Support and guide advisors in investment strategies, create investment proposals, and participate in platform improvement initiatives. | Bachelor's in Finance or related field, 6+ years in investments, Series 65 license, and strong Excel skills. | About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. We are seeking a Portfolio Analyst Manager to join our team. The Portfolio Analyst Manager plays a key role in advancing Wealth Enhancement’s investment platform by leading the Portfolio Consulting Analyst team. This team partners with advisors to deliver exceptional client outcomes through investment guidance, education on centrally managed products, timely market insights, and support for implementing investment solutions. Committed to helping advisors grow their practices and serve clients effectively, Portfolio Consulting ensures accountability and quality results for all stakeholders. As the leader of this team, the Portfolio Analyst Manager drives operational excellence while supporting the broader objectives of the Investment Management department. (This is a remote work opportunity) In the spirit of pay transparency, we are excited to share the base salary range for this position is $100,000.00 to $110,000.00, exclusive of bonuses and benefits. This role is also eligible for our corporate bonus. Primary Job Functions Provide investment support to help advisors boost growth, wallet share and client retention Assist sales and prospecting through creation of investment proposals Support onboarding and transitioning of assets throughout the implementation process Provide ongoing support and guidance for existing clients Support senior Portfolio Consultants to ensure effective regional coverage of advisors Serve as the first response to advisor inquiries about the WEAS IAP and general market questions Support Team with investment collateral creation and ongoing maintenance Perform ad-hoc requests to various stakeholders to support business needs Participate in initiatives driven by Portfolio Consulting and Investment Strategy to improve the WEG Investment Advisory Platform offering Support investment tools used at both the advisor-team and home-office level Attend Macro, Equity, Fixed Income, and Asset Allocation meetings and take necessary follow-up actions Actively contribute to projects intended to improve the advisor or client experience, and/or deliver better client outcomes Education/Qualifications Bachelor’s degree (or equivalent experience) in Science, Economics, Finance or similar 6 years’ experience within investments, financial products analytics Series 65 license required (Series 7 preferable) Progress towards CFA designation a plus Commits to high standards of ethical behavior; demonstrates trustworthiness, Detail oriented; ability to prioritize workflow and projects; able to work with deadlines and be flexible Professional interactions with department customers Excellent oral and written communication skills Knowledge of Microsoft Office; excellent Excel skills Ability to work as a Team Member; positive solution-focused attitude. WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Career level is $95,300.00 to $152,500.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position. IND123 #LI-NR1 #LI-Remote Comprehensive Benefits Offerings Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities: Training and professional development Medical, dental and vision coverage (Available to full-time employees and their families) Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses Life and AD&D insurance – employer paid and voluntary options Short-term and long-term disability, workers compensation – employer paid 401k with match and profit sharing Wellness programs and resources Voluntary benefits, including pet insurance 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) 12 paid holidays each year (10 pre-determined and 2 floating days) Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements) Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700 Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Click the following link to view Federal and E-Verify posters: Link OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems. Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws. Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. Wealth Enhancement Careers

Support full life cycle recruitment for financial advisors, build talent pipelines, develop relationships, and collaborate with leadership. | 7+ years in corporate or agency recruitment, experience in financial services, strong sourcing and networking skills, proficiency in ATS and MS-Office, understanding of employment laws. | About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. Wealth Enhancement has an exciting opportunity to join a successful and growing team. This role provides full life cycle recruitment and support to our advisor teams to identify and hire key talent. Job Functions Candidate Sourcing & Engagement: Build and maintain a robust pipeline of qualified financial advisors and teams. Utilize multiple sourcing channels, including networking, referrals, industry events, and digital platforms. Relationship Management: Develop strong relationships with prospective advisors, understanding their business needs and career goals. Serve as a trusted resource throughout the recruitment and transition process. Collaboration: Partner with leadership and cross-functional teams to ensure smooth vetting, onboarding. Work closely with marketing to create compelling recruitment campaigns and materials. Performance Tracking: Monitor recruitment metrics and provide regular reports on progress and outcomes. Continuously refine strategies based on data and feedback. Education/Qualifications Bachelor’s Degree in related field preferred or equivalent experience 7+ years of experience in a corporate or recruiting agency setting with a focus in the financial services industry required Record of accomplishment in sourcing and pipeline development techniques that yielded results through various sourcing channels Understanding of employment laws as it pertains to recruitment and selection Strong interpersonal and networking skills that are effective in building a rapport with candidates and increase awareness of WEG as an employer of choice to a diverse pool of candidates Ability to successfully manage multiple openings and meet deadlines in a fast-paced environment Strong decision-making skills and the ability to exercise judgment, responsiveness, and sensitivity throughout the recruitment process Creative and innovative thinker with a passion for recruitment, diversity, and service excellence Highly proficient using applicant tracking systems. Experience using Workday a plus Skilled at using technology and social media to source candidates and build a diverse talent pipeline for current and future needs Highly proficient using MS-Office Strong oral and written communication skills IND123 #LI-AS1 Comprehensive Benefits Offerings Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities: Training and professional development Medical, dental and vision coverage (Available to employees and their families) Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses Life and AD&D insurance – employer paid and voluntary options Short-term and long-term disability, workers compensation – employer paid 401k with match and profit sharing Wellness programs and resources Voluntary benefits, including pet insurance 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) 12 paid holidays each year (10 pre-determined and 2 floating days) Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements) Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700 Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Click the following link to view Federal and E-Verify posters: Link OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems. Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws. Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. Wealth Enhancement Careers

Build and maintain a pipeline of financial advisors, develop relationships, and manage the recruitment process. | 7+ years of experience in financial services recruiting, proficiency in ATS and social media sourcing, understanding of employment laws, and strong communication skills. | Job Description: • Build and maintain a robust pipeline of qualified financial advisors and teams. • Utilize multiple sourcing channels, including networking, referrals, industry events, and digital platforms. • Develop strong relationships with prospective advisors, understanding their business needs and career goals. • Serve as a trusted resource throughout the recruitment and transition process. • Partner with leadership and cross-functional teams to ensure smooth vetting, onboarding. • Work closely with marketing to create compelling recruitment campaigns and materials. • Monitor recruitment metrics and provide regular reports on progress and outcomes. • Continuously refine strategies based on data and feedback. Requirements: • Bachelor’s Degree in related field preferred or equivalent experience • 7+ years of experience in a corporate or recruiting agency setting with a focus in the financial services industry required • Record of accomplishment in sourcing and pipeline development techniques that yielded results through various sourcing channels • Understanding of employment laws as it pertains to recruitment and selection • Strong interpersonal and networking skills that are effective in building a rapport with candidates and increase awareness of WEG as an employer of choice to a diverse pool of candidates • Ability to successfully manage multiple openings and meet deadlines in a fast-paced environment • Strong decision-making skills and the ability to exercise judgment, responsiveness, and sensitivity throughout the recruitment process • Creative and innovative thinker with a passion for recruitment, diversity, and service excellence • Highly proficient using applicant tracking systems. Experience using Workday a plus • Skilled at using technology and social media to source candidates and build a diverse talent pipeline for current and future needs • Highly proficient using MS-Office • Strong oral and written communication skills Benefits: • Training and professional development • Medical, dental and vision coverage (Available to employees and their families) • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 paid holidays each year (10 pre-determined and 2 floating days) • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

The Trading Specialist – APM Support is responsible for defining and managing the account trading process for both new and existing teams, focusing on process optimization. This role includes establishing and optimizing trading processes, collaborating with various departments, and providing support for advisor teams managing their investment strategies. | Candidates are required to have a 4-year degree in business, finance, or economics, along with 3+ years of trading experience. Advanced knowledge of Orion Eclipse or other rebalancing platforms, strong analytical skills, and attention to detail are essential. | About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. We have an exciting opportunity for a Trading Specialist – APM Support! The Trading Specialist – APM Support plays a critical role in supporting advisor teams who manage and trade their own book of business. This role provides expert guidance on trading systems, operational processes, and risk controls to ensure efficient and accurate execution. The Trading Specialist is responsible for defining and managing the account trading process for both new and existing teams, with a strong focus on process optimization. Proficiency in trading platforms—particularly Orion Eclipse—and brokerage systems is essential. Experience with Prime Brokerage/DVP trade execution, settlement and Operations. Familiarity with the Microsoft Office suite and a solid understanding of securities trading are also required. The Trading Specialist – APM Support is responsible for designing, implementing, and maintaining trading and operational workflows that enable advisor teams to trade client accounts accurately and efficiently. This includes both the initial set-up and ongoing support for advisor teams managing their own investment strategies. Key responsibilities include: Establishing and optimizing trading processes to support advisor-managed portfolios Utilizing deep expertise in Salesforce, Orion Eclipse, custodian trading platforms, Microsoft Office, and various Order Management Systems Collaborating with Investment Management, Operations, Compliance, and third-party custodians to ensure seamless execution and adherence to regulatory standards Responding to advisor trading requests and providing high-quality service and support for unique or complex situations The ideal candidate demonstrates strong attention to detail, a proactive approach to problem-solving, and a commitment to delivering exceptional service to advisor teams. In the spirit of pay transparency, we are excited to share the base salary range for this position is $80,000.00 to $90,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual bonus. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one. Primary Job Functions Coordinate Cross-Functional Trading Processes Manage workflows between advisor teams, Operations, Compliance, and Investment Management to ensure timely, accurate, and consistent investment of client accounts Establish and document trading and operational procedures Oversee risk management practices Perform ongoing account maintenance and servicing tasks Optimize Trading Software Utilization Develop and maintain expert-level knowledge of Orion Eclipse and other trading platforms Leverage trading and operational systems to enhance efficiency and support investment strategies Collaborate with External Partners for Process Improvement Serve as a liaison between advisor teams and corporate partners to support and refine trading processes Provide expert-level support on investment products, trading procedures, and complex account issues Assist advisor teams to facilitate Prime Brokerage/DVP and block trading and allocation operations Support Advisor Teams in Achieving Operational Excellence Partner with advisor teams to establish and train on trading and operational protocols Deliver ongoing support and guidance to ensure smooth daily operations Continuously identify and implement process improvements to drive efficiency Education/Qualifications Requires a 4-years degree in business, finance or economics (or equivalent work experience) Experience with financial products 3+ years trading experience Advanced knowledge of Orion Eclipse or other rebalancing platforms Organizational skills and attention to detail with the ability to prioritize workflow and projects Strong analytical and PC skills with problem-solving abilities Ability to clearly and concisely communicate Back office/Middle office settlement experience is a plus WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Individual Contributor level is $79,200.00 to $110,900.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position. #LI-Remote #LI-MR1 Comprehensive Benefits Offerings Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities: Training and professional development Medical, dental and vision coverage (Available to employees and their families) Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses Life and AD&D insurance – employer paid and voluntary options Short-term and long-term disability, workers compensation – employer paid 401k with match and profit sharing Wellness programs and resources Voluntary benefits, including pet insurance 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) 12 paid holidays each year (10 pre-determined and 2 floating days) Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements) Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700 Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Click the following link to view Federal and E-Verify posters: Link OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems. Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. Wealth Enhancement Careers

The Senior Regional Marketing Specialist will oversee and manage marketing plans for advisor teams, focusing on business development efforts. They will also foster relationships with financial advisors and provide training on marketing tools and strategies. | Candidates should have a bachelor's degree in Marketing or a related field and a minimum of 4 years of marketing or sales enablement experience, preferably in financial services. Proficiency in CRM systems, particularly Salesforce, and excellent communication skills are also required. | About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. We are looking for a Senior Regional Marketing Specialist to accelerate our firm’s growth by providing marketing and sales strategies that help drive our advisor teams to achieve their goals. Wealth Enhancement is a dynamic, rapidly growing company focused on delivering customer intimacy at scale via comprehensive financial planning. You’ll help the company, your region, and teams by removing obstacles to growth by implementing new campaigns, piloting new growth tools and client advice offers, and defining best practices to improve advisor team effectiveness. This is a remote position with occasional travel required (4-6 times per year). Candidates located in the Eastern time zone are preferred. In the spirit of pay transparency, we are excited to share the base salary range for this position is $80,000.00 to $95,000.00, exclusive of bonuses and benefits. This position is also eligible for an annual team bonus. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one. Primary Job Functions Oversee and Manage Advisor Team Marketing Plans Develop and manage annual marketing plans and budgets for advisor teams within a territory, with a focus on business development efforts Align advisor team plan with corporate marketing initiatives in the region Train advisor teams on how to use centrally provided marketing tools Have a clear understanding of organic growth metrics using Salesforce reporting and develop action plans to continually optimize results Actively manage key organic growth metrics region-wide and provide regular reporting to leadership Accurately manage, track, and report on budgets and vendors within your territory Research and stay informed on ideas within and outside our industry to make recommendations to your advisor teams Advisor Growth Enablement Foster strong relationships with financial advisors, highlighting success stories and best practices within the advisor community Regularly educate and train advisors on marketing collateral, content and tools available to support all areas of the client lifecycle Identify opportunities to create additional marketing solutions and collaborate with Product Marketing to bring them to market Serve as the primary Marketing point-of-contact for advisor teams, acting as a conduit between field and corporate Marketing resources Participate in new advisor team onboarding through mergers & acquisitions, helping new advisor teams seamlessly transition to Wealth Enhancement Group’s growth programs Take ownership of key advisor enablement projects as needed to help continually enhance our offerings and capabilities Quickly resolve barriers to advisor team growth directly or by connecting advisor teams with appropriate corporate teams for resolution Team Collaboration and Innovation Regularly partner with colleagues in Marketing and other corporate departments to adopt and optimize processes to ensure we’re operating efficiently and effectively to support our firm’s rapid growth Engage in Organic Growth team meetings and events, sharing results and growth initiatives you’re supporting Serve as a collaborative partner within the team, pitching in on things that wouldn’t normally be on your to-do list as needed Education/Qualifications Bachelor’s degree (or equivalent experience) in Marketing, Communications, or related field Minimum of 4 years of marketing or sales enablement experience. Financial services marketing experience is preferred Good working knowledge of Word, Excel, Outlook, and PowerPoint. Technical aptitude: Ability to learn new applications and technologies quickly. Proficiency in working with CRM systems required, Salesforce a plus Travel up to 4 to 6 times per year for business purposes Excellent written and oral communications skills WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Specialist level is $79,200.00 to $110,900.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position. IND123 #LI-HB1 #LI-remote Comprehensive Benefits Offerings Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities: Training and professional development Medical, dental and vision coverage (Available to employees and their families) Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses Life and AD&D insurance – employer paid and voluntary options Short-term and long-term disability, workers compensation – employer paid 401k with match and profit sharing Wellness programs and resources Voluntary benefits, including pet insurance 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) 12 paid holidays each year (10 pre-determined and 2 floating days) Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements) Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700 Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Click the following link to view Federal and E-Verify posters: Link OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems. Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. Wealth Enhancement Careers

The Tax Associate prepares and reviews proforma and finalized tax returns, assists with tax planning and consulting engagements, and contributes to quality assurance efforts. This role supports day-to-day tax operations and collaborates with team members to enhance effectiveness and client satisfaction. | Candidates should have a Bachelor's degree in Finance or Business, with a preference for a BS in Accounting. A minimum of 1 year of experience in tax accounting or a degree with a concentration in tax accounting is required, along with strong analytical and communication skills. | About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. At Wealth Enhancement Tax & Consulting Services (WETCS), this role supports our team in delivering exceptional tax services to clients. Responsibilities include preparing and reviewing proforma and finalized tax returns, assisting with tax planning and consulting engagements, contributing to quality assurance efforts, and supporting day-to-day tax operations. This is an excellent opportunity for aspiring or early-career tax professionals to deepen their technical tax knowledge and gain hands-on experience. The role is designed as a stepping stone toward positions with full-cycle tax service responsibilities and direct client relationship management. Collaborates with other WETCS and WEG employees to improve individual and team expertise, effectiveness, efficiency and satisfaction, and helps enhance the WETCS and WEG brands via high quality work output and professional, responsive, and respectful interactions with clients, WEG employees, and professional communities. This role offers the remote work option, as well as excellent career growth potential. In the spirit of pay transparency, we are excited to share the base salary range for this position is $55,000.00 to $67,500.00, exclusive of bonuses and benefits. This role is also eligible for our corporate bonus. Primary Job Functions Tax Preparation and Planning (~60%) Prepare and review proforma and finalized tax returns under the guidance of experienced tax professionals. Client types may include individuals, trusts, private foundations, estates, partnerships, S corporations, and C corporations. Assist in the preparation of amended tax returns. Support the review and response process for tax notices. Contribute to the development of tax projections. Assist in tax planning projects by analyzing financial data and identifying opportunities to reduce tax liabilities and enhance tax efficiency. Collaborate with WEG Financial Advisors and clients to gather necessary tax information. Support the WETCS quality assurance process to ensure accuracy and compliance. Tax Research and Analysis (~10%) Conduct research on tax issues relevant to specific client scenarios. Assist in interpreting and applying tax laws and regulations. Stay informed on updates and changes in tax legislation and regulatory guidance. Tax Operations (~15%) Help collect and organize tax-related documents from clients and advisor teams. Assist with document intake and processing workflows. Contribute to the assessment of client tax complexity. Provide general support to the Tax Operations team as needed. 4. Tax expertise and Professional Growth (~10%) Maintain up-to-date knowledge of tax compliance requirements and best practices. Develop proficiency in tax software, tools, and internal procedures used at WETCS. Deepen expertise in at least one area of taxation annually through continuing education and self-directed learning. Actively pursue CPA or EA certification. Monitor trends and developments in the tax industry to enhance service delivery. 5. Team Collaboration (~5%) Participate in organizational improvement initiatives. Foster strong working relationships with WETCS colleagues and WEG stakeholders. Collaborate with team members to enhance effectiveness, productivity, and team satisfaction. Share knowledge and provide support to peers as appropriate. Contribute to a positive, inclusive, and engaging team culture. Education / Qualifications Bachelor’s in Finance or Business; BS in Accounting preferred. Minimum of 1 year of experience in tax accounting, or a degree with a concentration in tax accounting or taxation. Foundational understanding of federal and state tax laws, regulations, and compliance requirements. Strong financial and analytical skills, with the ability to interpret financial statements, asset transactions, and tax documents accurately. Excellent verbal and written communication abilities, with a focus on clarity, professionalism, and collaboration. Proficient in Microsoft Excel, including use of formulas and data analysis tools; experience with professional tax software, preferably CCH Axcess or similar software Strong desire to develop into an outstanding tax professional. Collaborative; strong team-orientation. Positive solution-focused attitude. Detail oriented and diligent. Drive for results and excellence. WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Lead level is $67,300.00 to $97,600.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position. Comprehensive Benefits Offerings Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities: Training and professional development Medical, dental and vision coverage (Available to employees and their families) Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses Life and AD&D insurance – employer paid and voluntary options Short-term and long-term disability, workers compensation – employer paid 401k with match and profit sharing Wellness programs and resources Voluntary benefits, including pet insurance 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) 12 paid holidays each year (10 pre-determined and 2 floating days) Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements) Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700 Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Click the following link to view Federal and E-Verify posters: Link OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems. Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. Wealth Enhancement Careers

Develop and execute internal communication strategies for advisor teams, manage content and messaging, liaise between corporate departments and advisors, and improve communication tools and processes. | Bachelor’s degree with 5+ years in internal or corporate communications in financial services, strong writing and editing skills, experience with Microsoft Office and Salesforce, and ability to manage multiple stakeholders. | About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com . We have an exciting opportunity for an Advisor Team Communication Lead that will play a key role in enhancing the effectiveness, clarity, and consistency of communications between corporate departments and advisor teams. This role serves as a strategic liaison, ensuring that advisors receive timely, relevant, and actionable information that supports their success and aligns with the firm’s goals. This role can be performed remotely from any location in the United States. In the spirit of pay transparency, we are excited to share this role includes a base salary of $90,000.00 to $110,000.00, exclusive of bonuses and benefits. This position is also eligible for an annual team bonus. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one. Primary Job Functions Strategic Communication Planning • Develop and execute internal communication strategies tailored to advisor needs • Align messaging with corporate objectives and advisor engagement goals • Collaborate with leadership to prioritize and schedule communications Content Development and Management • Create, edit, and manage high-quality content including newsletters, announcements, FAQs, talking points, and presentations • Translate complex financial or operational updates into clear, advisor-friendly language • Maintain a consistent tone and voice across all advisor-facing materials Cross-Functional Liaison • Serve as the primary point of contact between corporate departments (e.g., Marketing, Compliance, Product, Operations) and advisor teams • Facilitate the flow of information, ensuring advisors are informed of key initiatives, changes, and opportunities • Gather feedback from advisors and relay insights to corporate stakeholders Process Improvement and Communication Tools • Evaluate and enhance communication channels and tools (e.g., website, email platforms, CRM) • Implement best practices for message delivery, frequency, and format • Monitor communication effectiveness and recommend improvements based on data and feedback Advisor Engagement and Support • Support advisor onboarding and ongoing education through communication initiatives • Coordinate with training and development teams to ensure alignment of messaging • Promote advisor participation in firm-wide initiatives, events, and programs Education/Qualifications • Bachelor’s degree (or equivalent experience) in Communications, Marketing, Business, Journalism, or a related field • 5+ years of experience in internal communications, corporate communications, or advisor support within the financial services industry • Strong understanding of financial advisory business models and advisor needs • Exceptional writing, editing, and verbal communication skills. • Experience with communication platforms (e.g., Microsoft 365, Salesforce, intranet tools) • Proven ability to manage multiple projects and stakeholders in a fast-paced environment • Proficient with Microsoft Office Suite or related software • Familiarity with Salesforce and Support Org functionality • Experience with Workday preferred WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Lead level is $87,400.00 to $131,000.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position. #LI-HB1 #LI-Remote IND123 Comprehensive Benefits Offerings Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities: • Training and professional development • Medical, dental and vision coverage (Available to employees and their families) • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 paid holidays each year (10 pre-determined and 2 floating days) • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements) Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700 Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Click the following link to view Federal and E-Verify posters: Link OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

The Supervision Analyst will lead the daily review of new business activities, ensuring adherence to firm policies and regulatory guidelines. This role involves building trusted relationships with advisors and contributing to a culture of integrity and excellence. | Candidates should have a Bachelor's degree in business or a related field and a minimum of 4 years in Financial Services. Required licenses include FINRA Series 7, 66 (or 63 & 65), and 24, along with an insurance license. | About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. We are seeking a highly detail-oriented and collaborative Supervision Analyst to join our team at Wealth Enhancement. This individual will lead the daily review of new business activities across all lines. In this critical role, you’ll ensure adherence to firm policies, broker/dealer requirements, and regulatory guidelines, while building trusted relationships with advisors and contributing to a culture of integrity and excellence. If you thrive in a fast-paced environment and have a strong foundation in financial services and compliance, we’d love to hear from you. (This role is a remote work opportunity). In the spirit of pay transparency, we are excited to share the base salary range for this position is $75,000.00 to $85,000.00, exclusive of bonuses and benefits. This role is also eligible for our corporate bonus. Primary Job Functions: Have a thorough understanding of the firm’s policies and procedures and be able to communicate them to others. Stay fully informed of firm policies, Principal Review Guidelines and procedures, as well as regulatory changes. Monitor, report, and enforce internal controls to ensure compliance. Participate in training and presentations to new acquisition teams related to the Supervision team and Compliance policies. Contribute topics and assist in the development of Best Practices communications for Connections. Review new business and trade alerts daily to ensure completeness and compliance with the firm’s policies and provide principal approval (or resolve deficiencies) where appropriate. Conduct thorough, timely, and effective reviews of transactional business and activities. Build and maintain positive working relationships with advisors, grounded in trust and respect. Monitor and follow up on outstanding tasks on a timely basis. Escalate issues to Supervision Manager as necessary. Have thorough understanding of workflows and queues related to Supervision team. Ensure Salesforce business review queues and trade alert queues are current. Monitor and follow up on Salesforce QC reports to identify business that was not submitted properly. Collaborate with other members of the Supervision team regarding trends, case studies, regulatory/product changes, or escalations. Attend weekly team meetings Attend monthly Compliance department meetings Other projects and/or delegation of OSJ duties as required. Review advisor email and client correspondence. Review client refund and trade error cases. Review Help-General support cases. Education/ Qualifications: Bachelor's degree (or equivalent experience) in business; finance, economics or related field Minimum of 4 years in Financial Services FINRA Series 7, 66 (or 63 & 65), and 24 required. FINRA Series 53 and Series 4 preferred or ability to obtain within 6 months of hire. Insurance license (life, health/accident, variable lines of authority) required or ability to obtain within first year of hire. Superior verbal and written communication skills. Proficient with Microsoft Office Suite or related software. WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified at this level is $67,300.00 to $97,600.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position. #LI-REMOTE #LI-NR1 IND123 Comprehensive Benefits Offerings Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities: Training and professional development Medical, dental and vision coverage (Available to employees and their families) Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses Life and AD&D insurance – employer paid and voluntary options Short-term and long-term disability, workers compensation – employer paid 401k with match and profit sharing Wellness programs and resources Voluntary benefits, including pet insurance 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) 12 paid holidays each year (10 pre-determined and 2 floating days) Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements) Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700 Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Click the following link to view Federal and E-Verify posters: Link OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems. Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. Wealth Enhancement Careers

The Prospect Acquisition Associate is responsible for confirming and qualifying prospective clients attending events and scheduling them with advisors. This role also involves making outbound calls to potential clients to qualify them and schedule discovery meetings. | A high school diploma or GED is required, with a preference for an associate or bachelor's degree in a related field. Prior sales experience, particularly in finance, is preferred, along with strong communication skills and the ability to follow processes. | About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. We have an excellent opportunity for a Prospect Acquisition Associate. This is a sales production role primarily responsible for the confirmation and qualification of prospective clients attending our in-person and online events. This role will schedule qualified prospects with WEG advisors, as opportunities dictate, and carries the responsibility of facilitating a best-in-class prospective experience throughout the top-of-the-funnel journey. In addition to event-related prospecting, this role is responsible for initiating outbound calls to prospective clients who have expressed interest in WEG’s services. The goal of these calls is to qualify potential clients and schedule discovery meetings directly with a financial advisor, helping to build a stronger sales pipeline and ensure a personalized onboarding experience. In the spirit of pay transparency, the base salary range for this position is $40,000 exclusive of benefits and incentive pay which can total up to $20,000 (capped). We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one. Confirm and Qualify Prospective Clients Conduct a minimum of 100 calls per day, utilizing automated voicemails when necessary Make confirmation/qualification calls to corporate employees and retirees for online and in-person seminars Proactively schedule prospects for future seminars and/or schedule a meeting with an advisor Receive inbound calls and schedule meetings efficiently Provide outstanding service and understanding of prospective client needs Ability to take calls during some weekend mornings, when marketing campaigns require Outbound Prospect Calling and Discovery Meeting Scheduling Make outbound calls to prospective clients who have shown interest via marketing campaigns, online inquiries, or lead capture sources Qualify each prospective client through open-ended questions to determine suitability for a discovery meeting with a WEG financial advisor Schedule and confirm discovery meetings directly with advisors based on availability and client needs Document all outreach and qualification notes accurately in CRM (Salesforce) Collaborate with advisor teams to ensure alignment on prospect readiness and meeting objectives Sales Process & Communication Successfully learn and implement the “WEG” sales style; using open-ended questions to better understand prospect needs and enhance engagement Participate in initial and ongoing training exercises to improve sales professionalism and objection handling Continuous learner and communicator of company differentiators (PMV, planning process, products, and services) Partner with greater Marketing org to understand and leverage WEG’s brand and content Clearly articulate current marketing campaigns, WEG’s value proposition, and service offerings (planning, investments, insurance, tax, etc.) Team Processes and Compliance Follow all team processes and actively communicate any confusion or issues Log all activity accurately in the CRM system Adapt quickly to new or revised processes Comply with all WEG and affiliated companies’ compliance policies and procedures Education and Skill Requirements High School diploma or GED required. Associate or bachelor's degree (or equivalent experience) in Business, Finance, Economics or related field, preferred Prior sales experience, preferably related to finance/financial planning, preferred Strong phone presence with ability to clearly communicate to others Ability to follow processes/instructions Ability to prioritize workflow and projects; able to work with deadlines and be flexible Ability to work as a team member; positive solution-focused attitude Establishes trust and strong relationships with advisor teams Positive solution-focused attitude Travel up to 20% WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who for are classified as this level is $50,700.00 - $71,000.00. The Prospect Acquisition Associate role is compensated through a combination of base salary and variable pay, with total compensation aligned to performance metrics and company goals. (See bold details above) IND123 #LI-NR1 #LI-Remote Comprehensive Benefits Offerings Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities: Training and professional development Medical, dental and vision coverage (Available to employees and their families) Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses Life and AD&D insurance – employer paid and voluntary options Short-term and long-term disability, workers compensation – employer paid 401k with match and profit sharing Wellness programs and resources Voluntary benefits, including pet insurance 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) 12 paid holidays each year (10 pre-determined and 2 floating days) Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements) Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700 Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Click the following link to view Federal and E-Verify posters: Link OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems. Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. https://www.wealthenhancement.com/s/careers