Teams at Wealth Enhancement Group

The New Client Acquisition Specialist identifies potential clients for financial advisors by developing leads, screening prospects, and setting appointments, while utilizing Salesforce and maintaining financial industry knowledge.

The Sr. Development Manager oversees development resources, ensures alignment with technology strategies, drives innovative solutions on platforms, and leads and mentors developers.

The Regional Vice President is responsible for acquiring new clients with assets over $500,000, supporting advisory teams, driving revenue, and managing client relationships in the wealth management sector.