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Financial Services
Support marketing initiatives and client engagement efforts at Wealth Enhancement Group, contributing to various projects and service improvements.
Financial Services
The Sr. Financial Planner supports Financial Advisors in creating financial plans, conducts analyses, trains peers, and provides technical expertise.
Top Skills:
EmoneyMicrosoft Office SuiteMoneyguide ProMorningstarSalesforce
Financial Services
The Portfolio Consultant supports advisors by providing financial guidance, developing investment strategies, and enhancing client relationships through tailored support and thought leadership.
Top Skills:
MS Office
Financial Services
As a Prompt Engineer, you will optimize AI prompts, integrate workflows, and evaluate AI performance to enhance financial services at Wealth Enhancement.
Top Skills:
ClaudeGeminiGpt-4LangchainOpenai ApisPython
Financial Services
The Digital Media Lead will develop and execute digital marketing strategies, track performance, and provide data-driven insights to optimize campaigns. This role requires collaboration with internal teams and external agencies to achieve growth targets.
Top Skills:
Google AdsGoogle AnalyticsLinkedin AdsMeta Ads ManagerMicrosoft AdsSalesforce
Reposted 12 Days AgoSaved
Financial Services
As Regional Vice President, you will drive revenue by cultivating relationships with strategic referral partners to support financial advisory teams and generate high net worth client referrals, while educating professionals on financial topics. Travel up to 30% required.
Top Skills:
Crm SystemsSalesforce
Financial Services
The Advisor Marketing Lead enhances offerings through data analysis, supports advisor engagement, oversees documentation, and fosters interdepartmental collaboration to drive growth and strategic recommendations.
Top Skills:
Adobe Creative CloudHubspotMS OfficeSalesforceSalesforce Marketing Cloud
Financial Services
The RVP New Client Development drives client acquisition and revenue growth by supporting financial advisory teams and educating clients on financial planning.
Top Skills:
Crm Systems (Salesforce)
Financial Services
The VP of Business Development will lead M&A strategy, financial analysis, negotiation, and market monitoring to enhance Wealth Enhancement's growth efforts.
Top Skills:
Financial Analysis ToolsM&A SoftwareMicrosoft Office Suite
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