
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.
🕒 3 days ago
Regional Vice President acquiring over-$500,000-investable-asset clients for Wealth Enhancement, an independent wealth management firm. Supporting advisory teams through consultative sales, financial planning, and investment recommendations.
🇺🇸 United States – Remote
💵 $225k - $250k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🔴 Lead
👔 Vice President
👻 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 0%
🕒 August 11
Regional Vice President acquiring high-net-worth clients for Wealth Enhancement, an independent wealth management firm. Supporting advisory teams, closing investment-management clients, and growing assets under management.
🇺🇸 United States – Remote
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🔴 Lead
👔 Vice President
👻 Ghost score 10%
🕒 August 10
Compliance Associate supporting ERISA, investment-adviser, and retirement-services compliance at independent wealth management firm. Managing filings, controls, risk assessments, reporting, and AI-enabled process improvements.
🇺🇸 United States – Remote
💵 $65k - $75k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🟢 Junior
🟡 Mid-level
🚔 Compliance
🚫👨🎓 No degree required
👻 Ghost score 0%
🕒 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 0%
🕒 August 6
Director shaping talent development, employee engagement, and AI-enabled workforce capabilities at independent wealth management firm. Leading scalable learning, culture, mentoring, wellness, and skills-based programs.
🇺🇸 United States – Remote
💵 $155k - $175k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🔴 Lead
📚 Learning and Development
👻 Ghost score 0%
🕒 July 30
Advisor Marketing Operations & Enablement Manager enhancing and scaling marketing operations for Wealth Enhancement. Leading a team and improving processes for effective financial planning services.
🇺🇸 United States – Remote
💵 $110k - $125k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🟡 Mid-level
🟠 Senior
⚙️ Marketing Operations
👻 Ghost score 0%
🕒 July 27
Business Systems Administrator managing Wealth Management Platforms for Wealth Enhancement. Focused on administration, vendor management, and continuous improvement of planning technology ecosystem.
🇺🇸 United States – Remote
💵 $65k - $75k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🟡 Mid-level
🟠 Senior
⚙️ Business Operations
👻 Ghost score 0%
🕒 July 10
New Client Acquisition Specialist driving client growth for Wealth Enhancement. Engaging potential clients and supporting financial advisors in a remote capacity.
🏄 California, Colorado, +7 more states – Remote
💵 $50k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🟡 Mid-level
🟠 Senior
👻 Ghost score 4%
🕒 June 18
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.
🇺🇸 United States – Remote
💵 $120k - $150k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🟠 Senior
🔴 Lead
⚙️ Operations
👻 Ghost score 12%
🕒 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 15%
🕒 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 38%
🕒 April 14
Counsel supporting equity compensation strategy and compliance at Wealth Enhancement. Overseeing legal aspects of equity compensation programs and collaboration with multiple departments.
🇺🇸 United States – Remote
💵 $122k - $140k / year
💰 $736.3k Funding Round on 2022-02
⏰ Full Time
🟡 Mid-level
🟠 Senior
⚖️ Legal Counsel / General Counsel
👻 Ghost score 35%
🕒 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%