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Financial Planner

Wealth Enhancement Group

Wealth Enhancement Group

Software Engineering, Accounting & Finance
Posted on Saturday, June 17, 2023

Job Description:

About Wealth Enhancement Group

Wealth Enhancement Group is an independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, we now have over 75 offices nationwide and are rapidly expanding through organic growth and acquisition.

Our mission is to work together to improve our clients’ lives by providing them with the team-based expertise and resources they need to simplify their financial life. We share perspectives. We explore every point of view. We believe the best ideas are born from collaboration. And we’re looking for like-minded individuals to join our team.

Our Plymouth, MN office is looking for a talented Financial Planner to provide support to the Financial Advisors and their clients with the development of comprehensive financial plans and analyses. In addition, the Financial Planner will serve as a resource to their peers and Advisors to help support technical planning questions and may participate in training and mentoring new team members. This role can be remote.

The salary target for this role is $75,000.00 – 85,000.00; this position is eligible for an annual/team 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

Support the Financial Advisor with the creation of customized financial plans

  • Organize client’s financial documentation and information as necessary

  • Provide an accurate summary of clients’ personal information, current financial position, and asset allocation

  • Review and summarize insurance details

  • Review and summarize estate plan details

  • Review and summarize tax returns details

  • Create financial planning reports/analyses utilizing MoneyGuide Pro, eMoney, Morningstar and other planning tools

  • Communicate directly with the Advisor and/or client to obtain additional information and ask questions regarding the financial plan

  • Identify areas of opportunity and coordinate specific recommendations with the Financial Advisor and Advanced Planning peers.

  • Complete Financial Plan for delivery to client

  • Record notes and pertinent details in SalesForce regarding client communications, inquiries, and actions related to the planning request as necessary

  • Participate in Financial Plan presentations and reviews as necessary to present planning concepts and analyses to the client

Participate in the research and response of general to more complex technical planning inquiries from Advisors and other team members

Support the Team with the creation and/or maintenance of Advisor and Client resources and collaterals

  • Identify resource requirements and details

  • Research and identify necessary data and incorporate as necessary

  • Format in clean, professional manner for review and approval by applicable parties

Support team and company initiatives and participate in WEGs “all sharing” collaborative culture

  • Participate in the planning and implementation of corporate/team initiatives

  • Attend and participate in Micro-Monday sessions and other company meetings

  • Provide timely responses to questions

  • Contribute positively to problem solving

  • Provide Training support to peers and new team members


  • Bachelor's Degree in business; finance, economics or related

  • 3+ years in Financial Services

  • Superior verbal and written communication skills.

  • Proficient with Microsoft Office Suite or related software.

  • Familiarity with Salesforce and Support Org functionality

  • Proficiently uses financial planning technology

  • FINRA Series 65 OR 66 OR one of the following advanced designations: CFP, CFA, ChFC, CIC, or PFS

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

  • 10 paid holidays each year

  • Paid parental leave

  • Tuition reimbursement


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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This organization participates in E-Verify. Please click the following links to view the Right To Work and E-Verify posters, available in both English and Spanish.