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SalaryJob Description:
About Wealth Enhancement Group
Wealth Enhancement Group 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 55,000 households from our over 100 offices - and growing - nationwide.
Since 1997, Wealth Enhancement Group 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
www.wealthenhancement.com
.Due to growth, we have an excellent opportunity for an Advisor Team Operations Associate. This position works to ensure that WEG’s Client Services staff have the knowledge, skills, and abilities to provide “best in class” service to our clients. The position is responsible for the integration of new advisory practices and for providing training and support to new and existing practices. (This is a remote work opportunity.)
The salary target for this role is $ 60,000.00 - $70,000.00. This position is eligible for an annual bonus.
We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.
Primary Job Functions
Training and ongoing support of Advisor Team staff
- Develop knowledge of all Client Service processes and WEG core systems
- Actively provide daily support via email/phone queue for Advisor Teams
- Adhere to support Quality Standards
- Adhere to support response time SLA’s
- Support the maintenance of procedure guides and training materials for Client Service staff
- Assist in organizing new CSM/CSA training and attend sessions as co-facilitator.
New Team Integration Support
- Participate in open office hours for all acquisition teams
- Observe delivery of training sequences
Develop and Maintain Training Materials
- Support ATO Managers to update existing training materials as needed
Business Process Evaluation, Development, and Testing
- Review, understand and become proficient on workflow process and technology enhancements
- Support new process testing as requested
Education/Skill Requirements
- Preferred, not required:
- 4-year degree in business, financial services, or related field
- Experience as a CSA/CSM or a financial services support team
- Knowledge of broker-dealer and custodial platforms and investment products
- Demonstrated skills working with FAs, Client Service professionals
- Software: Microsoft Office; Salesforce; Orion
- Required:
- Strong oral, written communication skills
- Must be in good compliance standing with all rules, regulations and policies
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 participate in the following benefits & development opportunities:
- Training and professional development
- Medical and dental coverage
- 401k – with match and profit sharing
- Health care spending and savings accounts
- Dependent care spending account
- Vision coverage
- Wellness programs and resources
- Life insurance – employer paid
- Short-term and long-term disability – employer paid
- Paid Time Off
- 12 paid holidays each year
- Paid parental leave
- Tuition reimbursement
IND123
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
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:
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