Advisor Team Communications Lead

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.

We have an exciting opportunity for an Advisor Team Communication Lead that will play a key role in enhancing the effectiveness, clarity, and consistency of communications between corporate departments and advisor teams. This role serves as a strategic liaison, ensuring that advisors receive timely, relevant, and actionable information that supports their success and aligns with the firm’s goals.

This role can be performed remotely from any location in the United States.

In the spirit of pay transparency, we are excited to share this role includes a base salary of $90,000.00 to $110,000.00, exclusive of bonuses and benefits. This position is also eligible for an annual team bonus. 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

Strategic Communication Planning

• Develop and execute internal communication strategies tailored to advisor needs

• Align messaging with corporate objectives and advisor engagement goals

• Collaborate with leadership to prioritize and schedule communications
   

Content Development and Management

• Create, edit, and manage high-quality content including newsletters, announcements, FAQs, talking points, and presentations

• Translate complex financial or operational updates into clear, advisor-friendly language

• Maintain a consistent tone and voice across all advisor-facing materials

Cross-Functional Liaison

• Serve as the primary point of contact between corporate departments (e.g., Marketing, Compliance, Product, Operations) and advisor teams

• Facilitate the flow of information, ensuring advisors are informed of key initiatives, changes, and opportunities

• Gather feedback from advisors and relay insights to corporate stakeholders

Process Improvement and Communication Tools

• Evaluate and enhance communication channels and tools (e.g., website, email platforms, CRM)

• Implement best practices for message delivery, frequency, and format

• Monitor communication effectiveness and recommend improvements based on data and feedback

Advisor Engagement and Support

• Support advisor onboarding and ongoing education through communication initiatives

• Coordinate with training and development teams to ensure alignment of messaging

• Promote advisor participation in firm-wide initiatives, events, and programs
   

Education/Qualifications

• Bachelor’s degree (or equivalent experience) in Communications, Marketing, Business, Journalism, or a related field

• 5+ years of experience in internal communications, corporate communications, or advisor support within the financial services industry

• Strong understanding of financial advisory business models and advisor needs

• Exceptional writing, editing, and verbal communication skills.

• Experience with communication platforms (e.g., Microsoft 365, Salesforce, intranet tools)

• Proven ability to manage multiple projects and stakeholders in a fast-paced environment

• Proficient with Microsoft Office Suite or related software

• Familiarity with Salesforce and Support Org functionality

• Experience with Workday preferred

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 the Lead level is $87,400.00 to $131,000.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.
#LI-HB1

#LI-Remote

IND123

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.