
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
501 - 1000 employees
Founded 1997
💰 $736.3k Funding Round on 2022-02
19 hours ago
501 - 1000
Recruiting Specialist managing full life cycle recruitment for financial advisors in a wealth management firm. Building candidate pipelines and collaborating with leadership to meet hiring goals.
November 18
501 - 1000
Regional Vice President managing partner programs focusing on client transitions and relationship management. Working with custodial partners and financial consultants to enhance services offered to clients.
October 29
501 - 1000
Tax Director in wealth management firm overseeing tax advisory and planning. Leading a team, ensuring client satisfaction and meeting financial targets.
🇺🇸 United States – Remote
💵 $160k - $180k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🔴 Lead
💰 Tax
October 29
501 - 1000
Vice President of Tax leading tax strategy and operations for Wealth Enhancement. Driving organizational transformation and growth in a pivotal leadership role.
🇺🇸 United States – Remote
💵 $220k - $240k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🔴 Lead
💰 Tax
October 24
501 - 1000
Regional Vice President responsible for acquiring high net worth clients for wealth management. Leading financial advisory teams and driving revenue growth in a dynamic market.
October 10
501 - 1000
Paralegal supporting in-house legal team at Wealth Enhancement. Assisting with complex legal matters and collaborating closely with experienced attorneys.
❄️ Minnesota – Remote
💵 $95k - $105k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🟢 Junior
🟡 Mid-level
💼 Paralegal
August 14
501 - 1000
Wealth Enhancement seeks a Pricing Director to shape value-based pricing, analytics, and governance across services; remote leadership with a focus on growth.
🇺🇸 United States – Remote
💵 $190k - $210k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🔴 Lead
👔 Director
August 13
501 - 1000
Wealth Enhancement's WETCS hires Tax Associate to prep and review tax returns. Remote role with growth and bonus opportunities.
🇺🇸 United States – Remote
💵 $55k - $67.5k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🟢 Junior
🟡 Mid-level
💰 Tax
August 8
501 - 1000
Conduct business development as Regional Vice President at Wealth Enhancement, managing partner relationships and client transitions.
🗽 New York – Remote
🔔 Pennsylvania – Remote
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🔴 Lead
👔 Vice President