Wealth Enhancement Group

The primary role is to acquire new clients with investable assets over $500,000 through direct marketing channels, acting as the client-facing advisor lead supporting local financial advisory teams. This involves developing marketing presentations, driving revenue by closing clients, educating prospects, and utilizing the firm's planning structure to secure high-net-worth cases.

The Technical Accounting Manager will oversee timely financial statement preparation and ensure compliance with all relevant accounting standards by monitoring and reporting on technical accounting issues and developments. This role involves preparing technical accounting memos, participating in the review of complex transactions, and assisting with the implementation of new accounting standards.

Advisor Marketing Intern supporting marketing operations and data integrity

This role involves gaining hands-on experience supporting the growth of Wealth Enhancement’s advisor channel by contributing directly to sales proposals, financial planning preparation, and new client onboarding. Learn how to effectively use MoneyGuidePro to build financial plans...

This is a summer internship, expected to run approximately May through August, offering an exceptional opportunity for students to gain hands-on experience across a wide range of marketing disciplines within the financial services industry. The intern will work closely with our A...

This internship provides an exceptional opportunity for students to gain practical experience in financial planning and analysis. The intern will work closely with our corporate Financial Planners to create customized financial plans. Key takeaways from this role include: Develop...

Advisor Marketing Manager leading a team to enhance marketing programs at Wealth Enhancement

Marketing Manager leading integration strategies for a wealth management firm

Senior Accountant managing complex technical accounting areas for a wealth management firm

Partner Programs Intern at Wealth Enhancement providing operational support