Financial Planning Assistant

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 80000 households from our over 140 offices - and growing - nationwide.

Since 1997 Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information please visit .

We have an exciting opportunity for a Financial Planning Assistant! The Financial Planning Assistant will organize the clients financial documentation and assist advisors with client service addition you would assist in the creation of customized financial plans tailored to meet clients needs and create client reviews.

This is a hybrid role.

In the spirit of pay transparency we are excited to share the base salary range for this position is $50000.00 to $60000.00 exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. Were big on open conversations so lets have one.

Primary Job Functions

Client Account & CRM Support

• Establish and maintain new client accounts in the CRM database

• Generate merge and mail client welcome letters

• Assist in networking and maintaining direct business accounts

• Support the administration of data exchange between Portfolio Accounting and CRM systems

Scheduling & Operational Coordination

• Assist with scheduling meetings appointments and internal events

• Provide administrative support for new business processing

• Coordinate with advisors and team members to ensure timely task completion

• Support ad hoc projects and operational initiatives as assigned

Data Entry & Project Support

• Perform accurate and timely data entry across multiple systems

• Assist with special projects reporting and operational improvements

• Provide backup support for other administrative roles as needed

• Contribute to process documentation and workflow optimization

Creation of Customized Financial Plans

• Provide an accurate summary of clients personal information and current financial position

• Provide an accurate current asset allocation

• Submit cases to the Roundtable on behalf of the Financial Advisors

• Coordinate and obtain recommendations from the Financial Advisor

• Gather and coordinate pertinent insurance materials and documents with the insurance department for review as necessary

• Coordinate investment allocations and/or recommendations from investment department as necessary

• Assist in the creation of other financial planning reports/analyses by utilizing financial planning software

• Incorporate analyses and recommendations into the Financial Plan

• Submit financial plans to the Planning Operations Manager or a Senior Financial Planner for final review before delivery to the Advisor and client

• Support the Financial Advisor or Financial Planner with Financial Plan completion tasks (e.g. printing copying binding mailing)

• Record notes regarding client communications inquiries and actions related to planning

Scheduling & Creation of Client Reviews

• Prepare reviews and maintain accurate information on all accounts (WEG & outside WEG) beneficiary information RMD tracking etc.

• Submit review to Financial Advisor or Associate Financial Advisor on a timely basis for final review

• Record notes regarding client communications inquiries and actions related to reviews

Education/Qualifications

• Bachelors Degree (or equivalent experience) in business; finance economics or related

• Superior verbal and written communication skills.

• Proficient with Microsoft Office Suite or related software.

• Familiarity with Salesforce e-Money and/or Orion preferred

• Experience with Workday preferred

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience qualifications skills and credentials; tenure cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws we must disclose the entire salary grade. The entire salary grade for those who are classified as the Individual Contributor level is $42500.00 to $63750.00. However the base salary range bolded above is what we expect to pay as a starting range for this position.

#LI-Hybrid

#LI- MR1

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness financial well-being professional development and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

• 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) 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 (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition licensing and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process contact the Human Resources Department at

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity 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.