Teams at Wealth Enhancement Group

Identify and qualify prospective clients through high-volume outbound calls and email, set appointments for financial advisors, record interactions in Salesforce, partner with marketing to communicate value, and maintain financial industry knowledge and compliance.

Analyze, clean, and validate data from multiple sources; develop and run SQL queries; calculate KPIs and financial metrics; create visualizations and present insights to non-technical stakeholders; collaborate with business partners to translate requirements into data-driven recommendations.

Provide advanced financial planning support to Advisors and clients: gather and summarize financial, insurance, estate, and tax information; create analyses and plans using MoneyGuide Pro, eMoney, and Morningstar; record client activity in Salesforce; present planning concepts; serve as a technical planning SME and mentor; contribute to team resources and training.