Wealth Enhancement Group

Financial Advisor Assistant

Plymouth, MN · Full-time

Sponsorship not specified$70k-$80kDetected 31 days ago

CRMHRISResearchCommunicationProblem SolvingMicrosoft OfficeOSHA

About the role

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients.
We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach.
We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

Maintain and update client records within the CRM system, including data entry, filing, and document organization.
Organize and consolidate client financial documents into structured planning files.
Safeguard original client documents and ensure proper retention standards are followed.
Support sensitive and complex service needs, including death claim processing.
Support the development of financial plans by compiling and summarizing client personal and financial information.
Document planning-related communications and actions in the CRM system and client planning files.

Prepare and process account transactions, including trades, deposits, withdrawals, required minimum distributions (RMDs), and other service items.
Submit and track Roundtable cases as required.
Bachelor's degree (or equivalent experience) in finance or related field required

In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000.00 to $80,000.00, exclusive of bonuses and benefits.

Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
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)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

This listing is sourced directly from Wealth Enhancement Group's careers page and normalized into a canonical job model.