Wealth Enhancement Group Benefits Overview

Supports senior financial advisors by managing client relationships, assisting with meetings, analyzing investments and insurance policies, placing trades, preparing annual reviews, and creating financial plans. The role gathers and analyzes client data, identifies planning opportunities, maintains CRM records, supports client communications, and helps ensure compliance while contributing to client retention and sales growth.

Leads corporate executive programs for high-net-worth clients by building relationships with C-suite executives and corporate partners, delivering education on tax-aware planning, equity compensation, investments, and estate strategies, and sourcing and closing prospects. Partners with advisors nationwide to transition clients, develop strategic partnerships, grow the business line, present solutions, maintain compliance, and support corporate events. Requires extensive wealth management, business development, and HNW/UHNW client experience, with up to 75% national travel.

Plans and executes educational seminars, tradeshows, conferences, networking, and hospitality events. Coordinates venues, speakers, promotional campaigns, materials, budgets, invoices, and onsite logistics. Tracks event details and results in Salesforce, analyzes effectiveness, prepares reporting, and collaborates with marketing, sales, operations, advisors, and external partners. The role also manages event calendars, processes, documentation, and post-event follow-up while traveling up to 25% of the time.