Advisor Team Operations Specialist
Wealth Enhancement Group
About this role
The Advisor Team Operations Specialist at Wealth Enhancement ensures Client Services staff have the knowledge and skills to deliver best-in-class wealth management support. The role focuses on integrating new advisory practices and providing training and ongoing support to advisor teams and acquisition employees.
Skills
Qualifications
About Wealth Enhancement Group
wealthenhancement.comN/A
About Wealth Enhancement Group
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Wealth Enhancement Group.
Salary
$85k – $105k
per year