
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.
🔥 53 minutes ago
🇺🇸 United States – Remote
💵 $110k - $130k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
⚖️ Legal Counsel / General Counsel
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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.
• Provide legal advice and guidance on employment-related matters, including performance management, disciplinary actions, workplace conduct issues, accommodations, leaves of absence, employee complaints, terminations, and severance arrangements • Conduct legal research and analysis regarding federal, state, and local employment laws and regulations • Draft, review, and revise employment agreements, offer letters, retention agreements, separation agreements, restrictive covenant agreements, compensation-related documentation, and other employment-related legal documents • Assist with internal investigations, witness interviews, fact gathering, and preparation of findings and recommendations • Review restrictive covenant agreements and advise on recruiting, onboarding, advisor transitions, employee departures, acquisitions, and related matters • Assist with restrictive covenant enforcement matters, including correspondence, legal analyses, and coordination with outside counsel • Manage or support litigation holds, document preservation, discovery responses, agency charges, demand letters, and employment-related disputes • Draft, review, and update employment policies, employee handbook provisions, procedures, training materials, and related guidance documents • Support employment-related due diligence activities in acquisitions • Support legal technology, contract management, knowledge management, automation, and artificial intelligence initiatives • Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency while validating outputs • Identify and escalate inaccurate information, knowledge gaps, or issues related to digital tools • Provide assistance with other Legal Department initiatives and special projects
• Juris Doctor (J.D.) degree from an accredited law school • Licensed to practice law and in good standing in at least one U.S. jurisdiction • 2+ years of employment law experience • Knowledge of federal and state employment laws and regulations • Experience advising on employee relations matters, workplace investigations, employment agreements, employment litigation, restrictive covenants, accommodations, and leave matters is preferred • Strong legal research, analytical, drafting, and problem-solving skills • Ability to provide practical, business-focused legal advice • Strong attention to detail and ability to manage multiple projects simultaneously • Ability to handle sensitive and confidential information with discretion and professionalism • Flexibility in daily work schedule to meet company/client needs during periods of heavy workload • Superior verbal and written communication skills • Proficient with Microsoft Office Suite or related software • Experience with contract management systems, legal technology platforms, document management systems, or AI-enabled legal tools is preferred
• 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 • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 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 and paid caregiver leave • Reimbursement for tuition, licensing, and other credentials after meeting service requirements • Fully remote position
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