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New Client Acquisition Associate

Wealth Enhancement Group

Wealth Enhancement Group

Posted on Thursday, July 27, 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 90 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.

Because our organization is experiencing exciting growth, we are seeking to add a New Client Acquisition Associate to our team. The New Client Acquisition Associate generates interest and screens potential clients for our financial advisors. The ideal candidate is an energetic and driven relationship builder with a passion for sales. This position offers a base salary plus variable compensation based on appointments set. This role can be performed remotely from any location in the United States.


Mostly 10:00 to 7:00pm Central /8:00 to 5:00 pm Pacific with flexibility to work 1 Saturday shift a month. (The shift options are 9AM -12 PM or 12 PM – 3PM; this shift is eligible for pay differential.)

The salary target for this role is $80,000- $90,000; this position is also eligible for a 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

Initiate the Advisor Opportunity Sales Pipeline

  • Produce sales results by developing and qualifying leads

  • Screen prospective clients and set appointments for financial advisors

  • Create a high volume of outbound dials and email activity

  • Travel to national new client lunch and dinner seminars

Communicate company value proposition

  • Partner with Marketing to communicate company brand and messaging

  • Understands current marketing channels and event campaigns

  • Enthusiastically communicates the company’s service offering (planning, investment, tax, trust services, etc.) and purpose, mission, and values

Utilize Salesforce customer relationship management

  • Use Salesforce high velocity sales applications to prioritize work queues

  • Accurately and efficiently record data entry of interactions with prospects

  • Input new client Opportunities for advisors, ensuring proper data and reporting

  • Utilize advisor rotation software to ensure accurate prospect assignment

Build and maintain financial industry knowledge

  • Comply with the securities industry rules and regulations

  • Maintain awareness of current market trends and education

  • Expand financial industry knowledge and experience


  • BS in Business, Finance, Economics or related - preferred

  • 2+ years financial services with outbound sales experience; proven track record of producing consistent sales results and exceeding goals

  • FINRA Series 7 and 66 (or 63 & 65) not required but may be beneficial

  • Salesforce experience is a plus

  • Ability to work as a team member; positive solution-focused attitude

  • Strong phone presence and communication skills

  • Excellent organizational and follow-up skills with the ability to process complex operational work

  • Travel up to 10%

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.

If you want to view the EEO is the Law poster, please choose your language:

If you want to view the EEO is the Law Supplement poster, please choose your language: EnglishSpanishChinese

If you want to view the Pay Transparency Policy Statement, please click the link: English

Please click the following links to view the FMLA and EPPA posters.

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.