We are looking to add a qualified financial Client Service Manager in our Woodbury office. This position requires you hold current FINRA Series 7 and 66 licenses plus your MN Life and Health license. You must have these licenses to be qualified for this position.
Wealth Enhancement Group is a well-respected financial services firm with a growing national presence. We’re currently looking for outstanding individuals to join our team in the following positions:
The RIA Portfolio Administrator handles the daily administration of the portfolio accounting/management database. This highly visible role supports the quarterly asset management reporting and fee collection processes.
The primary objective for the New Client Specialist is to screen and generate client leads and to set high-quality introductory meetings for our Advisory teams. Leads are generated through several marketing channels including, media, incoming calls, outbound calls, website inquiries and seminars.