About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Wealth Enhancement has an exciting opportunity to join a successful and growing team. This role provides full life cycle recruitment and support to our advisor teams to identify and hire key talent.
Job Functions
Candidate Sourcing & Engagement:
Build and maintain a robust pipeline of qualified financial advisors and teams.
Utilize multiple sourcing channels, including networking, referrals, industry events, and digital platforms.
Relationship Management:
Develop strong relationships with prospective advisors, understanding their business needs and career goals.
Serve as a trusted resource throughout the recruitment and transition process.
Collaboration:
Partner with leadership and cross-functional teams to ensure smooth vetting, onboarding.
Work closely with marketing to create compelling recruitment campaigns and materials.
Performance Tracking:
Monitor recruitment metrics and provide regular reports on progress and outcomes.
Continuously refine strategies based on data and feedback.
Education/Qualifications
Bachelor’s Degree in related field preferred or equivalent experience
7+ years of experience in a corporate or recruiting agency setting with a focus in the financial services industry required
Record of accomplishment in sourcing and pipeline development techniques that yielded results through various sourcing channels
Understanding of employment laws as it pertains to recruitment and selection
Strong interpersonal and networking skills that are effective in building a rapport with candidates and increase awareness of WEG as an employer of choice to a diverse pool of candidates
Ability to successfully manage multiple openings and meet deadlines in a fast-paced environment
Strong decision-making skills and the ability to exercise judgment, responsiveness, and sensitivity throughout the recruitment process
Creative and innovative thinker with a passion for recruitment, diversity, and service excellence
Highly proficient using applicant tracking systems. Experience using Workday a plus
Skilled at using technology and social media to source candidates and build a diverse talent pipeline for current and future needs
Highly proficient using MS-Office
Strong oral and written communication skills
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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, dental and vision coverage (Available to employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
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. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.