
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.
📡 We watch Wealth Enhancement Group's careers page
Every 2 hours
how often we check
12
roles posted in the last 30 days
About 29 days
usual time to fill a role
114
roles closed in the last year
Selected: 🆕 Date Added.
🕒 October 30
UHNW Marketing Strategist building scalable advisor marketing programs for Wealth Enhancement, an independent wealth management firm. Partnering with affluent advisor teams to drive growth, referrals, and client engagement.
🇺🇸 United States – Remote
💵 $95k - $110k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🟡 Mid-level
🟠 Senior
🎡 Marketing
👻 Ghost score 0%
🕒 October 26
Advisor marketing specialist leading campaigns, events, and advisor enablement for Wealth Enhancement, an independent wealth management firm serving over 90,000 households.
🇺🇸 United States – Remote
💵 $68k - $80k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🟡 Mid-level
🟠 Senior
🎡 Marketing
👻 Ghost score 0%
🕒 October 21
New Client Acquisition Specialist generating qualified leads and advisor appointments for Wealth Enhancement, an independent wealth management firm. Managing outbound sales activity, Salesforce records, and prospect assignment.
🇺🇸 United States – Remote
💵 $50k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🟡 Mid-level
🟠 Senior
👻 Ghost score 0%
🕒 October 21
Tax Associate preparing and reviewing returns for Wealth Enhancement’s wealth management clients. Supporting tax planning, research, quality assurance, and digital-tool initiatives.
🇺🇸 United States – Remote
💵 $70k - $80k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🟢 Junior
🟡 Mid-level
💰 Tax
👻 Ghost score 0%
🕒 October 21
Tax Advisor managing high-net-worth client tax preparation, planning, and advisory services. Partnering with financial advisors at an independent wealth management firm.
🇺🇸 United States – Remote
💵 $115k - $135k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🟠 Senior
🔴 Lead
💰 Tax
👻 Ghost score 0%
🕒 October 14
Employment Counsel advising Wealth Enhancement, an independent wealth management firm, on employment law, litigation, restrictive covenants, acquisitions, and employee relations.
🇺🇸 United States – Remote
💵 $110k - $130k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🟢 Junior
🟡 Mid-level
⚖️ Legal Counsel / General Counsel
👻 Ghost score 0%
🕒 October 13
Senior recruiting specialist managing full-cycle hiring for financial advisors at Wealth Enhancement, an independent wealth management firm. Building talent pipelines and supporting advisor-team recruitment.
🇺🇸 United States – Remote
💵 $100k - $120k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🟠 Senior
🎯 Recruiter
👻 Ghost score 0%
🕒 October 12
Senior UI Designer owning Wealth Enhancement’s enterprise design system for wealth management products. Creating accessible, responsive interfaces and governing Figma-based components across platform development.
🇺🇸 United States – Remote
💵 $110k - $120k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🟠 Senior
🎨 Product Designer (UI/UX)
👻 Ghost score 1%
🕒 October 2
Director of Data Governance guiding enterprise data governance, quality, and tooling. Leading governance teams and executive partnerships at a wealth management firm serving 90,000 households.
🇺🇸 United States – Remote
💵 $165k - $175k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🔴 Lead
🎲 Risk
👻 Ghost score 5%
🕒 September 30
Remote Events Marketing Specialist planning educational, conference, and networking events for Wealth Enhancement, an independent wealth management firm. Managing promotion, vendors, budgets, reporting, and event execution.
🇺🇸 United States – Remote
💵 $70k - $80k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🟢 Junior
🟡 Mid-level
🎪 Events
👻 Ghost score 6%
🕒 September 30
Remote Regional Vice President acquiring high-net-worth clients for Wealth Enhancement, an independent wealth management firm. Driving referrals, financial planning engagements, and assets under management growth.
🇺🇸 United States – Remote
💵 $225k - $250k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🔴 Lead
👔 Vice President
👻 Ghost score 6%
🕒 September 22
Senior Operations Associate managing fee rejections, refunds, reconciliations, and billing operations. Supporting Wealth Enhancement’s wealth management services through reporting, controls, and business continuity.
🇺🇸 United States – Remote
💵 $55k - $65k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🟠 Senior
⚙️ Operations
👻 Ghost score 19%
🕒 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 35%
🕒 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%