Jobs at Wealth Enhancement Group

The Vice President, Financial Advisor manages client relationships, facilitates financial planning, conducts annual reviews, provides ongoing support, and sources and converts prospects. The role also drives referrals, closes leads, mentors team members on financial planning and client service, participates in training, uses advisor-facing technology, and maintains compliance with corporate communication standards.

The Associate Regional Vice President will drive business development, manage relationships with custodial partners, and transition clients to WEG advisors, requiring travel and excellent communication skills.

The Financial Advisor will manage client relationships, facilitate financial planning processes, source leads, and mentor team members to improve service and client outcomes.

Serve high-net-worth clients referred through custodial channels by delivering comprehensive financial planning and investment management. Manage client relationships, conduct annual reviews, prepare and present plans, analyze investments and insurance, place trades, drive referrals, assist in closing prospects, and maintain CRM and compliance standards.

Identifies and qualifies prospective wealth management clients through high-volume outbound calls and emails, screens prospects, and schedules appointments for financial advisors. Communicates the firm’s value proposition, records prospect interactions and opportunities in Salesforce, manages advisor assignments, and maintains knowledge of financial services, market trends, and regulatory requirements. The role is fully remote within the continental United States and includes base pay, performance-based compensation, benefits, and optional overtime.

Supports internal sales and partner programs by generating opportunities through custodial partner outreach, managing referrals, coordinating communications, scheduling client meetings, gathering case information, supporting proposals and presentations, and overseeing onboarding. Partners with Regional Vice Presidents and sales leadership to manage pipelines and coordinate sales activities. The role is remote for candidates in Mountain or Pacific time zones.

Lead and coach a team of Regional Vice Presidents to drive new client acquisition, manage performance, refine onboarding, run pipeline reviews, and report results to firm leadership.

Lead regional new-client acquisition for high-net-worth investors (> $500k), drive revenue and AUM via direct marketing, support advisory teams on complex financial plans, deliver client presentations, qualify prospects, close cases, and ensure smooth transition and ongoing client service.

The VP, Corporate Executive Program will lead and expand a wealth planning platform for corporate executives, driving revenue and advisor engagement through specialized planning solutions.

Support regional marketing VPs by processing and qualifying leads, scheduling and coordinating client meetings, assisting throughout the sales cycle, preparing proposals, and handling post-close onboarding. Partner with sales leadership and central teams to manage pipeline and deliverables. Use CRM and financial planning tools and apply AI tools to improve productivity.

Provide operational leadership and portfolio accounting expertise for ultra-high-net-worth (UHNW) clients. Design and deliver customized performance reporting, manage alternative and manual accounts in Orion/Addepar, troubleshoot complex discrepancies, build scalable UHNW reporting processes, and partner cross-functionally to support advisors and improve operations.

Administer and analyze variable advisor compensation, process semi-monthly payroll cycles, maintain compensation system and Salesforce dashboards, develop reporting and integration support for advisor team setups, communicate with advisors to resolve compensation questions, and recommend process or system improvements.