Wealth Enhancement Group
1001-5000 employees
Financial Services
Investment Management
Wealth Management
About Wealth Enhancement Group
Wealth Enhancement Group is a comprehensive financial planning and wealth management firm dedicated to helping individuals and families achieve their financial goals. Founded in 1997, the company offers a wide range of services including investment management, retirement planning, estate planning, and tax strategies. With a client-centric approach, Wealth Enhancement Group combines personalized advice with advanced technology to deliver tailored financial solutions. The firm operates across the United States with a large network of advisors, emphasizing long-term relationships and holistic financial wellness.
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Description
- Wealth Enhancement is an independent wealth management firm dedicated to enriching clients' lives through personalized financial planning and investment management.
- The company serves over 80,000 households nationwide with a team-based approach and specialized knowledge.
- The Data Analyst will serve as a key resource in Advisor Compensation, building and maintaining reports, analyzing data, and supporting data processes.
- Responsibilities include managing and analyzing advisor compensation data, developing new reports, predictive analytics, and process improvements.
- The role requires managing data structures, ensuring data quality, and collaborating with teams.
- The position is fully remote, with a salary range of $80,000 to $90,000, plus bonuses and benefits.
- The company offers comprehensive benefits including health coverage, 401(k), PTO, parental leave, wellness programs, and more.
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Benefits
- Training and professional development
- 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)
- 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 (available after 6 months of tenure)
- Reimbursement for tuition, licensing, and other credentials (after meeting service requirements)