Job description
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 90,000 households from our over 175 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 .
We have an exciting opportunity for anAdvisor Compensation Analyst! This position plays a vital role in administering and analyzing variable compensation for financial advisors. As part of our accounting team, you will ensure accurate payments, process improvements, and effective integration of new advisor teams to support the firm's growth.
This is aRemoteposition.
In the spirit of pay transparency, we are excited to share the base salary range for this position is$60,000 to $70,000, exclusive of bonuses and benefits. 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
Compensation Processing and Analysis
Gather variable compensation requirements and process semi-monthly compensation cycles for financial advisors
Analyze and update critical pre-processing Salesforce dashboard reports
Conduct pay period compensation review by payee
Maintain and update the compensation system, ensuring all new user financial agreements are accurately entered
Review, code, design, and test system configurations to enable accurate variable compensation calculations
Reporting, Review, and Integration Support
Develop enhanced reporting, archival processes, and preprocessing dashboards
Assist in variable compensated advisor review and setup
Assist in diligence review and integration planning related to contracts, solicitor agreements, and employment agreements
Attend integration meetings and communicate relevant details across accounting teams
Coordinate with internal teams to help advisors plan for team compensation changes
Advisory Support
Communicate directly with financial advisors to resolve compensation questions
Analyze compensation issues and recommend process or system designs to meet advisor expectations
Assist teams with compensation-related inquiries and coordinate follow-up actions
AI Literacy
Demonstrated ability to effectively use AI tools and technologies in daily work tasks.
Requirements include understanding how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards.
Comfort with learning new AI applications and understanding their appropriate use cases and limitations.
As AI technology evolves, continued learning and adaptation to new AI tools and methodologies will be expected.
Education/Qualifications
Bachelor's degree or equivalent experience in accounting, business, or a related field demonstrated through one or a combination of the following: work experience, training, military experience, education
Minimum of 2 years of business experience; experience in accounting, audit, or compensation processing preferred
Proficiency in Microsoft Office Suite
AI literacy, including the ability to utilize and adapt to AI tools and technologies as part of daily work tasks
Strong interpersonal and communication skills across all organizational levels
Experience communicating sensitive information
Superior attention to detail and problem-solving skills
Strong time management and organizational abilities
WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $67,300 - $97,600. However, the base salary range bolded above ($60,000 to $70,000) is what we expect to pay as a starting range for this position.
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 be eligible to participate in the following benefits & development opportunities:
Training and professional development
Medical, dental and vision coverage (Available to full-time 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.
Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.