
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.
🕒 October 13
Where this job comes from
Posted on Wealth Enhancement Group's careers page ↗, not through a job board
First seen by Remote Rocketship October 13
Still open on Wealth Enhancement Group's site. Checked 5 hours ago.

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.
• Build and maintain a robust pipeline of qualified financial advisors and teams • Utilize networking, referrals, industry events, and digital platforms for candidate sourcing • Develop relationships with prospective advisors and understand their business needs and career goals • Serve as a trusted resource throughout the recruitment and transition process • Partner with leadership and cross-functional teams to ensure smooth vetting and onboarding • Work with marketing to create recruitment campaigns and materials • Monitor recruitment metrics and provide regular reports on progress and outcomes • Refine recruitment strategies based on data and feedback • Provide full life cycle recruitment and support to advisor teams to identify and hire key talent
• Bachelor’s Degree in related field preferred or equivalent experience • 7+ years of experience in a corporate or recruiting agency setting with a focus in the financial services industry required • Record of accomplishment in sourcing and pipeline development techniques through various sourcing channels • Understanding of employment laws as they pertain to recruitment and selection • Strong interpersonal and networking skills for building rapport with candidates and increasing awareness of WEG as an employer of choice to a diverse pool of candidates • Ability to manage multiple openings and meet deadlines in a fast-paced environment • Strong decision-making skills and ability to exercise judgment, responsiveness, and sensitivity throughout the recruitment process • Creative and innovative thinking with a passion for recruitment, diversity, and service excellence • Highly proficient using applicant tracking systems; Workday experience is a plus • Skilled at using technology and social media to source candidates and build a diverse talent pipeline • Highly proficient using MS-Office • Strong oral and written communication skills • Demonstrated ability to effectively use AI tools and technologies in daily work tasks • Ability to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards • Comfort learning new AI applications and understanding their appropriate use cases and limitations • Continued learning and adaptation to new AI tools and methodologies expected • Ability to stand or sit for long periods, file documents in high or low cabinets, use the telephone, and use computer systems
• Training and professional development • Medical, dental and vision coverage for full-time employees and their families • Health Savings Account (HSA) with employer contribution • Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Employer-paid and voluntary life and AD&D insurance • Employer-paid short-term and long-term disability • Workers compensation • 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 • Paid caregiver leave after 6 months of tenure • Tuition, licensing, and other credentials reimbursement after meeting service requirements
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