Wealth Enhancement Group

Director of Advisor Services

Wealth Enhancement Group

5 days ago
Remote
Full Time
Director
0 applicants
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Wealth Enhancement Group
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About this role

The Director of Advisor Services leads relationship management and practice leadership across the Great Lakes Region, driving advisor team growth, efficiency, and exceptional client outcomes through strategic partnership and operational oversight.

Skills

Qualifications

Bachelor’s degree in business, finance, or related field10 years wealth management advisory experience5 years management experienceFINRA Series 7 and 66 (or 63 and 65) and insurance licensesCFP designation or equivalent
Wealth Enhancement Group

About Wealth Enhancement Group

wealthenhancement.com

N/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

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