
501 - 1000 employees
Founded 1997
💸 Finance
🛡️ Insurance
💰 $736.3k Funding Round on 2022-02
Finance • Insurance
Wealth Enhancement Group is a financial services firm founded in 1997, dedicated to providing clients with comprehensive financial guidance. The firm focuses on reducing the stress of managing various aspects of clients’ financial lives by integrating services such as financial planning, investment management, tax strategies, risk management, insurance, estate planning, and retirement income planning. Utilizing a team approach, known as the Roundtable™, and a structured process called UniFi™, Wealth Enhancement Group aims to empower clients in making confident and informed financial decisions.
Selected: 🆕 Date Added.
🕒 2 days ago
Regional Vice President acquiring high-net-worth clients for Wealth Enhancement, an independent wealth management firm. Supporting advisory teams, closing investment cases, and growing assets under management.
🇺🇸 United States – Remote
💵 $225k - $250k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🔴 Lead
👔 Vice President
👻 Ghost score 0%
🕒 2 days ago
Senior Operations Associate managing fee rejections, refunds, reconciliations, and reporting for an independent wealth management firm. Supporting accurate advisory billing and business continuity.
🇺🇸 United States – Remote
💵 $55k - $65k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🟠 Senior
⚙️ Operations
👻 Ghost score 0%
🕒 2 days ago
Senior Operations Associate maintaining portfolio data integrity and resolving platform issues for Wealth Enhancement, an independent wealth management firm serving over 90,000 households.
🇺🇸 United States – Remote
💵 $70k - $80k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🟠 Senior
⚙️ Operations
👻 Ghost score 0%
🕒 5 days ago
Senior Employee Relations Specialist guiding workplace investigations, manager decisions, and compliance. Supporting employee relations strategy at a nationwide wealth management firm.
🇺🇸 United States – Remote
💵 $105k - $120k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🟠 Senior
👩👩👧👦 Human Resources (HR)
👻 Ghost score 0%
🕒 5 days ago
Advisor Marketing Specialist leading campaigns, events, and marketing strategy for Wealth Enhancement’s wealth management advisor teams. Optimizing advisor growth and client experience through Salesforce, content, digital, and AI tools.
🇺🇸 United States – Remote
💵 $68k - $80k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🟡 Mid-level
🟠 Senior
🎡 Marketing
👻 Ghost score 0%
🕒 6 days ago
Marketing automation specialist executing email, SMS, and direct-mail campaigns for an independent wealth management firm. Building Marketing Cloud journeys, audiences, reports, and optimization tests.
🇺🇸 United States – Remote
💵 $70k - $80k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🟡 Mid-level
🟠 Senior
⚙️ Marketing Operations
👻 Ghost score 0%
🕒 September 16
Senior Client Service Associate supporting Wealth Enhancement’s wealth-management clients and advisors. Managing client relationships, financial transactions, onboarding, and operational coordination remotely.
🏄 California – Remote
💵 $75k - $85k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🟠 Senior
📁 Client Services
👻 Ghost score 0%
🕒 September 16
Senior Client Service Manager supporting Wealth Enhancement’s personalized financial planning and investment management clients. Managing complex service operations, advisor support, client relationships, and team mentoring.
🏄 California – Remote
💵 $100k - $110k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🟠 Senior
📁 Client Services
👻 Ghost score 0%
🕒 September 16
New Client Acquisition Specialist generating qualified prospects and appointments for Wealth Enhancement’s financial advisors. Conducting outbound sales outreach and managing lead data in Salesforce.
🇺🇸 United States – Remote
💵 $50k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🟡 Mid-level
🟠 Senior
👻 Ghost score 0%
🕒 September 11
Facilities Specialist managing branch expansions, renovations, vendors, and budgets for Wealth Enhancement, an independent wealth management firm. Fully remote role with up to 40% travel.
🇺🇸 United States – Remote
💵 $80k - $85k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🟡 Mid-level
🟠 Senior
👻 Ghost score 0%
🕒 September 10
Office Inspection Analyst conducting RIA and broker-dealer branch compliance inspections for a wealth management firm. Identifying risks, documenting findings, and coordinating remediation with advisors and stakeholders.
🇺🇸 United States – Remote
💵 $85k - $95k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🟡 Mid-level
🟠 Senior
🧐 Analyst
👻 Ghost score 0%
🕒 August 12
Internal Sales Specialist supporting wealth managers with lead response, sales pipeline coordination, and client onboarding. Wealth Enhancement provides personalized financial planning and investment management services.
🇺🇸 United States – Remote
💵 $75k - $85k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🟢 Junior
🟡 Mid-level
⬇️ Inside Sales
🚫👨🎓 No degree required
👻 Ghost score 5%
🕒 August 7
Advisor Compensation Analyst administering variable compensation for Wealth Enhancement’s financial advisors. Processing pay cycles, reporting, system configurations, integrations, and advisor compensation inquiries.
🇺🇸 United States – Remote
💵 $60k - $70k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🟢 Junior
🟡 Mid-level
🧐 Analyst
👻 Ghost score 7%
🕒 June 7
Director leading a team of Regional Vice Presidents to enhance client acquisition at a wealth management firm. Overseeing sales performance, coaching, and operational excellence.
🇺🇸 United States – Remote
💵 $125k - $150k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🔴 Lead
👔 Director
👻 Ghost score 29%
🕒 May 4
VP leading design and rollout of wealth planning platform for corporate executives at Wealth Enhancement. Transforming high-value clients into a scalable revenue engine focused on AUM and specialized planning solutions.
🇺🇸 United States – Remote
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🔴 Lead
👔 Vice President
👻 Ghost score 45%
🕒 March 25
Associate Regional Vice President growing Wealth Enhancement’s wealth-management territory. Developing prospects, presenting financial solutions, closing clients, and transitioning them to advisors.
🏄 California – Remote
💵 $175k - $225k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🟢 Junior
🟡 Mid-level
👔 Vice President
👻 Ghost score 45%