
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.
🔥 20 hours ago
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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.
• Plan and manage space planning needs in corporate and branch offices • Plan, coordinate and oversee new branch build outs and openings • Plan, coordinate and oversee branch office relocations, expansions and renovations • Conduct post-implementation reviews on facilities projects • Support and improve branch office space utilization efficiency • Establish processes and communications for facilities activities • Implement brand standards for acquisitions, expansions and renovations • Serve as point of contact for facility access system management • Oversee media storage • Document facility-related processes and procedures • Coordinate and assist with projects identified by the Facilities Director • Manage facilities acquisition and project budgets • Estimate project expenses for facilities projects • Collect branch office feedback and create resolution plan recommendations for senior management review • Serve as liaison between Wealth Enhancement and building management at each location • Work with vendors to ensure work meets standards • Establish and maintain vendor relationships • Act as purchasing agent with vendors • Supervise construction, equipment installation, renovation and redesign projects
• PMP certification preferred • 3+ years facilities planning or project management experience • Excellent oral and written communication skills • Excellent organization and problem solving skills • Ability to prioritize workflow and projects and use judgment to plan and accomplish goals • Strong attention to detail • Ability to lead and direct the work of others • Professional input concerning design, construction, development, or installation; familiarity with related concepts, practices, and procedures • Experience supervising construction, equipment installation, renovation and redesigning projects while meeting timing, costs and contract requirements • Ability to provide recommendations to senior management for design changes, equipment specifications/substitutions, purchasing and accounting procedures • Expertise with Microsoft Office and other software as required • Up to 40% travel required • Ability to stand or sit for long periods of time, 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 • 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 • Annual bonus eligibility • Fully remote position
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