
501 - 1000 employees
Founded 1997
π° $736.3k Funding Round on 2022-02
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 clientsβone that would help relieve stress from their clientsβ financial lives.
π 4 days ago
501 - 1000
Sr. Client Service Associate managing new client onboarding and relationship management at Wealth Enhancement. Ensuring compliance and assisting with financial documents in a remote role.
π Florida β Remote
π΅ $50k - $70k / year
π° $736.3k Funding Round on 2022-02
β° Full Time
π Senior
π Client Services
π June 26
501 - 1000
Administrative Program Manager overseeing program management and executive support for C-suite at Wealth Enhancement. Focused on cross-functional initiatives and operational excellence in remote setting.
βοΈ Minnesota β Remote
π΅ $110k - $120k / year
π° $736.3k Funding Round on 2022-02
β° Full Time
π‘ Mid-level
π Senior
π Program Manager
π June 18
501 - 1000
UHNW Operations Consultant providing operational leadership and portfolio accounting expertise for Wealth Enhancement Group's ultra high net worth clients. Focused on tailored reporting solutions and client relationship management.
πΊπΈ United States β Remote
π΅ $120k - $150k / year
π° $736.3k Funding Round on 2022-02
β° Full Time
π Senior
π΄ Lead
βοΈ Operations
π June 15
501 - 1000
Facilities Specialist overseeing renovations and space utilization for branches in a wealth management firm. Managing vendor relationships and facility operations in a fully remote role.
πΊπΈ United States β Remote
π΅ $80k - $85k / year
π° $736.3k Funding Round on 2022-02
β° Full Time
π‘ Mid-level
π Senior
π June 11
501 - 1000
Sr Financial Planner at Wealth Enhancement providing financial planning and analysis support to clients and Financial Advisors. Participating in mentoring and technical planning inquiries, fully remote.
πΊπΈ United States β Remote
π΅ $115k - $130k / year
π° $736.3k Funding Round on 2022-02
β° Full Time
π Senior
πΈ Financial Planning and Analysis (FP&A)
π June 7
501 - 1000
Director leading a team of Regional Vice Presidents to enhance client acquisition at a wealth management firm. Overseeing sales performance, coaching, and operational excellence.
πΊπΈ United States β Remote
π΅ $125k - $150k / year
π° $736.3k Funding Round on 2022-02
β° Full Time
π΄ Lead
π Director
π June 4
501 - 1000
Integrating acquisition firms into Wealth Enhancement's Facilities platforms. Managing diligence, vendor transitions, and Facilities support post acquisition.
πΊπΈ United States β Remote
π΅ $85k - $95k / year
π° $736.3k Funding Round on 2022-02
β° Full Time
π Senior
π June 4
501 - 1000
Sr Facilities Program Specialist coordinating Facilities initiatives and supporting operational excellence at Wealth Enhancement. Driving project coordination and risk management in a strategic role.
πΊπΈ United States β Remote
π΅ $90k - $100k / year
π° $736.3k Funding Round on 2022-02
β° Full Time
π Senior
π May 4
501 - 1000
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.
πΊπΈ United States β Remote
π° $736.3k Funding Round on 2022-02
β° Full Time
π΄ Lead
π Vice President
π May 4
501 - 1000
Regional Vice President driving growth by building CPA partnerships for Wealth Enhancement. Focused on developing referrals and enhancing associated wealth management services.
πΊπΈ United States β Remote
π΅ $240k - $275k / year
π° $736.3k Funding Round on 2022-02
β° Full Time
π΄ Lead
π Vice President
π April 22
501 - 1000
Senior Business Analyst supporting the Practice Management Team at Wealth Enhancement firm. Focused on advisor support through reporting, metrics, and business system support.
πΊπΈ United States β Remote
π΅ $80k - $90k / year
π° $736.3k Funding Round on 2022-02
β° Full Time
π Senior
π§ Business Analyst
π April 14
501 - 1000
Counsel supporting equity compensation strategy and compliance at Wealth Enhancement. Overseeing legal aspects of equity compensation programs and collaboration with multiple departments.
πΊπΈ United States β Remote
π΅ $122k - $140k / year
π° $736.3k Funding Round on 2022-02
β° Full Time
π‘ Mid-level
π Senior
βοΈ Legal Counsel / General Counsel
π January 28
501 - 1000
Associate Regional Vice President working with custodial partners and WEG advisors to enhance business development in wealth management. Required experience in sales and financial planning with strong communication skills.
π Ohio β Remote
π΅ $175k - $225k / year
π° $736.3k Funding Round on 2022-02
β° Full Time
π’ Junior
π‘ Mid-level
π Vice President
π March 13
501 - 1000
Regional Vice President managing partner programs for Wealth Enhancement. Focused on business development and client transition to advisors across California.
π California β Remote
π΅ $225k - $250k / year
π° $736.3k Funding Round on 2022-02
β° Full Time
π΄ Lead
π Vice President