Wealth Enhancement Group

Lead analytics strategy, manage data analysts, and deliver insights to support business decisions. | Requires 5+ years in data analysis or BI, proficiency in SQL and visualization tools, and experience managing analysts. | 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 Data Analysis Manager that will play a key role in turning complex data into meaningful insights that inform strategic business decisions. This role will lead an analyst and collaborate closely with cross‑functional leaders to ensure data accuracy, consistency, and relevance across the organization. The ideal candidate will bring strong analytical expertise and a passion for enabling data‑driven decision‑making. This role offers flexibility for Minnesota‑based candidates to work in a hybrid arrangement at our Plymouth, MN headquarters, while highly qualified applicants outside Minnesota may be considered for a fully remote schedule. In the spirit of pay transparency, we are excited to share the base salary range for this position is $100,00.00 to $120,000.00, exclusive of bonuses and benefits. This role is also eligible for our corporate 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. Job Functions Analytics Strategy & Leadership Define analytics strategy aligned with business objectives Lead, mentor, and develop data analysts and peers Manage analytics projects, timelines, and priorities Data Governance, Integrity & Standards Partner across the organization to develop data integrity and design standards Help spearhead data integrity and validation efforts across the organization Build analytical datasets from raw datasets Business Partnership & Decision Support Partner with stakeholders across departments to support data-driven decisions Translate business questions into analytical frameworks and data requirements Communicate findings clearly to technical and non-technical audiences Reporting, KPIs & Insights Delivery Design and deliver KPIs, dashboards, reports, and executive-level insights Provide clear, actionable insights to support leadership decision-making Advanced Analysis & Modeling Conduct custom analysis using financial and statistical techniques Apply analytical rigor to solve complex business problems Education/Skill Requirements Bachelor’s degree in Data Analytics, Statistics, Mathematics, Computer Science, Economics, or related field 5+ years of experience in data analysis or business intelligence 2+ years of experience leading or managing analysts Strong proficiency in SQL and data visualization tools (e.g., Power BI)) Experience with statistical analysis and data modeling Ability to translate data into business insights Comfortable in entrepreneurial, fast paced environments building analytics and data from scratch Preferred Qualifications Master’s degree in a quantitative or business discipline preferred but not required Expert with SQL, Python or R Familiarity with cloud data platforms (e.g., Snowflake, BigQuery, Redshift) Background in financial services, or regulated industries Strong project management and stakeholder engagement skills Experienced with Salesforce and Power BI platforms #LI-HYBRID #LI-REMOTE #LI-NR1 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

Managing client onboarding, servicing, and account review preparation in a collaborative team environment. | Requires 3-5 years of financial service experience, proficiency with financial products and software, and strong 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. Our Montclair Village, CA office has an excellent opportunity to join us as a Client Service Manager. This individual will be focused on onboarding and servicing our clients. We're looking for someone with a high level of professionalism and financial knowledge to enhance our relationships with our clients who have complex service and investment needs. In this role, you will serve as a liaison between the client and the Financial Advisor and will work with all aspects of the client experience, including financial paperwork and financial account review preparation. This is a collaborative, team-oriented environment offering career advancement opportunities. This is a in-person position, expected to be in office five days a week. In the spirit of pay transparency, we are excited to share the salary range for this position is $80,000.00 to $90,000.00, exclusive of bonuses and benefits. This role is also eligible to participate in the discretionary Team bonus plan. 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 New Client Onboarding Ensures accurate completion of prospect/new client paperwork/set up Follows up on funds transfer from surrendering company Maintains Salesforce database and client files (filing, copies, data input) Researches and follows up on any issues with the Broker/Dealer, WEG Operations, and vendors Records incoming assets to the appropriate blotting tool Client Relationship Management Dialogues with client to understand their personal history and current financial needs Prepares account transactions, trades, deposits, withdrawals, RMDs, etc. Communicates to understand client requests, determines what needs to be done; communicates to the advisor or handles issue resolution, including death claim processing May work with client’s tax or legal counsel on client concerns Client Review Prep and Follow Up Gathers client data and may prepare the materials for client meetings and reviews Conducts tax research (1099s) Completes any review follow-up needs for client Industry / Product / Company Knowledge Demonstrates knowledge and can accurately execute against WEG’s suitability guidelines, operational processes, and sales model Understands financial terminology and products Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices Attends client services and company educational events May attend vendor presentations Education/Qualifications 4-year degree preferred 3–5 years of financial service experience preferred (we welcome candidates both more and less experienced to apply as well) Superior verbal and written communication skills required Proficient with Microsoft Office Suite or related software required Familiarity with Salesforce preferred 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 at the individual contributor level is $51,450.00 to $84,000.00. However, the base salary range bolded above ($75,000.00 to $85,000.00) is what we expect to pay as a starting range for this position. IND123 #LI-KJ1 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

Manage account opening, transfers, and client onboarding processes, ensuring accuracy and compliance, while collaborating with internal teams and external vendors. | Requires 5+ years in financial services with experience in account management, transfers, and familiarity with custodial platforms like NFS, Fidelity, or Schwab. | Job Description: • Manage the end-to-end bulk repapering process across WEAS advisory paperwork, custodial paperwork, and Broker/Dealer documents (when applicable). • Accurately prepare and process account opening documentation, ensuring timely and compliant establishment of new accounts. • Oversee and execute the transfer of assets (TOA) process, monitoring for completion and escalating issues when necessary. • Set up and validate ancillary account features such as standing payment instructions, ACH, checkwriting, systematic contributions, and required minimum distributions. • Maintain accurate account records in Salesforce (CRM) and track repapering progress across all client households. • Partner with Advisor Teams to ensure smooth client transitions, communicating proactively on outstanding items. • Research and resolve account transition issues in coordination with custodians, vendors, and internal partners. • Provide ongoing service support during onboarding months, including transactions, deposits, and withdrawals as needed. • Support corporate projects that enhance repapering workflows and client transition efficiency. • Provide feedback on system and process improvements, contributing to continuous improvement initiatives. • Share best practices across the Transition Support team, aligning with CSO’s career progression framework. Requirements: • Bachelor’s degree (or equivalent experience) in business, finance, data analytics, or a related field. • 5+ years of financial services experience required, with direct experience in account opening, transfers of assets, and repapering processes. • Prior custodial experience with NFS, Fidelity, or Schwab strongly preferred. • Proficiency with Microsoft Excel. • Strong organizational skills and ability to manage high volumes with accuracy and efficiency. • Excellent communication skills, with a client service mindset and ability to partner across teams. • Strong attention to detail and problem-solving ability. • Proficiency in Microsoft Office; Salesforce experience preferred. Benefits: • 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)

The Advisor Marketing Specialist acts as the marketing lead for multiple advisor teams, focusing on creating and executing marketing strategies that align with business goals. This role involves campaign planning, execution, and collaboration with various teams to enhance marketing initiatives. | Candidates should have a BA/BS degree in Marketing or a related field and a minimum of 3 years of marketing or sales enablement experience. Strong project management and communication skills are essential, along with proficiency in CRM systems and marketing tools. | 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 Marketing Specialist! The Advisor Marketing Specialist is a highly collaborative partner to a portfolio of advisor teams. This role is deeply embedded in each team's business goals, practice and voice and is responsible for creating, executing, and optimizing marketing strategies that drive measurable growth. As the closest marketing connection to their assigned advisor teams, the Specialist brings creativity, insight, and proactive guidance to life across email, social, events, and campaigns. This position is ideal for a relationship-first, results-oriented marketer who thrives in a fast-paced environment and is excited by the opportunity to help shape team-level marketing execution and client experience across Wealth Enhancement. This is a fully remote position. In the spirit of pay transparency, we are excited to share the base salary range for this position is $68,000.00 to $80,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual corporate 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 Support for Advisor Teams Act as the day-to-day marketing lead for 8 advisor teams, becoming an expert in each team’s goals, voice, services, and growth opportunities. Conduct proactive campaign planning sessions with advisor teams to uncover needs, provide recommendations, and ensure marketing initiatives align to team-level business goals. Partner closely with Advisor Marketing Consultants to ensure each team’s plan ladders up to regional growth priorities. Key aspect of role is supporting a handful of teams executing on their marketing goals and initiatives with a big focus on event coordination. Align advisor team marketing plan with corporate marketing offerings and adoption of key growth drivers and initiatives using our Advisor Marketing Platform for events, email and social strategies from our content library and advisor crafted content Navigate Salesforce: pull reports, analyze dashboards, present client data, create campaigns and report out on results and final budgets (we can teach you!) Campaign Execution & Innovation Lead campaign planning and execution using tools like FMG Suite, Canva, Wistia, Wrike, and Salesforce. Coordinate collateral development, content customization, email/social/web campaigns, event support, and vendor communications as needed. Collaborate with the Creative, Brand, Web, and Compliance teams to ensure timely execution and approval of marketing assets. Track results and share post-campaign insights and optimizations with teams and marketing leaders. Leverage AI tools to increase content speed, surface new ideas, and streamline recurring marketing processes. Communication & Collaboration Foster strong relationships with financial advisors, the advisor marketing team and identifying and highlighting success stories and best practices within the advisor community. Help to document and create processes around successful new initiatives. Serve as a key central knowledge hub for each assigned team’s marketing strategy and execution. Keep internal stakeholders (e.g., Advisor Marketing Consultant, Advisor Marketing leaders) informed of key campaigns, blockers, and advisor feedback. Ensure work is visible and documented, allowing consultant team members to stay out of day-to-day execution while maintaining confidence in outcomes. Regularly educate and train advisors and their staff on your marketing recommendations, marketing collateral, and tools available to support all areas of their client and prospect lifecycle. Research and stay informed on ideas within and outside our industry to make recommendations and bring new ideas to your advisor teams. Take ownership of key advisor enablement projects as needed to help continually enhance our offerings and capabilities. Organic Growth team collaboration Participate in team-wide meetings, creative brainstorms and campaign showcases. Contribute to the development of new tools, templates, or campaign frameworks. Identify opportunities to scale successful ideas across advisor teams. 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/Skill Requirements BA/BS degree in Marketing, Communications or related field. Minimum of 3 years of marketing or sales enablement experience required. Financial services marketing experience is beneficial but not required. Strong project management, communication, and relationship-building skills. Good working knowledge of Word, Excel, Outlook, and PowerPoint. Able to function in Wistia, Wrike, Canva and FMG Suite a plus! Technical aptitude: Ability to learn new applications, technologies and AI quickly. Proficiency in working with CRM systems required, Salesforce a plus. Ability to manage multiple team relationships and priorities concurrently. Excellent writing, visual storytelling, and content development skills. Travel 2-7 times per year to support team initiatives and events. 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 $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. IND123 #LI-MR1 #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

Partner with financial advisors to expand client assets by identifying opportunities and supporting complex planning and investment strategies. | 7+ years of experience in investment management or financial advisory, CFP(R) preferred, Series 65 required, strong communication and organizational 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 . 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.

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

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