Job Description

About Wealth Enhancement Group

Wealth Enhancement Group® is a comprehensive wealth management firm with $19 billion* in assets under management. Founded in 1997 in Minneapolis, MN, Wealth Enhancement Group has 32 office locations across the U.S. and serves clients across more than 40 states.

Through our Roundtable team approach, Wealth Enhancement Group delivers truly comprehensive financial guidance by bringing together all the specialists our clients need, all under one roof, covering all core aspects of wealth management.

Our Atlanta, GA office is looking for a financial services professional to serve as the liaison between the client and the Financial Advisor (FA). You will work with all aspects of the client experience, including financial paperwork and financial account review preparation.

Key Functions

  • Serve the client by setting up accounts and insuring their funds transfer from surrendering company
  • Respond to and resolve client requests; complete necessary financial paperwork to execute trades, change beneficiaries, establish trusts, etc.
  • Research and complete any outstanding issues related to the Broker/Dealer or Operations
  • Gather data and prepare summary reports for the use in client reviews; compile the review documents for the Advisor.
  • Learn Company product suitability guidelines, financial operational processes and financial sales processes

Education/Certification Requirements

  • 4 year degree preferred
  • 3+ years of financial administration and customer service experience
  • Strong interpersonal skills required to develop team and client relationships
  • Professional presence and communication skills
  • Strong attention to detail and process

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.

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