Advisor Team Communications Lead

Wealth Enhancement Group, LLC

Job Overview

Location

Remote

Job Type

Full-time

Full Job Description

📋 Description

• Develop and execute internal communication strategies tailored to advisor teams, ensuring alignment with corporate objectives and advisor engagement goals.
• Own the end-to-end advisor communications calendar, coordinating and scheduling messaging across departments to maintain consistency and timeliness.
• Create, edit, and distribute high-quality advisor-facing content including weekly newsletters, leadership updates, meeting communications, FAQs, talking points, and presentations.
• Coordinate and execute weekly advisor webinars, managing agendas, speaker preparation, content review, logistics, and follow-up communications.
• Translate complex financial and operational updates into clear, concise, and advisor-friendly language while maintaining a consistent tone and voice across all materials.
• Serve as the primary liaison between corporate departments (Marketing, Compliance, Product, Operations) and advisor teams to facilitate information flow and ensure timely dissemination of key initiatives.
• Gather feedback from advisor teams and relay insights to corporate stakeholders to inform communication strategy and improve relevance.
• Maintain and enhance systematic communication approval processes to ensure compliance and efficiency.
• Evaluate and improve communication channels including email platforms, CRM systems, intranet tools, Teams Webinars, GoToWebinar, and Wistia to optimize reach and engagement.
• Leverage AI tools to streamline recurring communication processes, increase content speed, ensure consistency, and surface new ideas for advisor messaging.
• Implement best practices for message delivery frequency, format, and channel selection to maximize advisor uptake and understanding.
• Monitor communication effectiveness using data and feedback to recommend continuous improvements in content and distribution methods.
• Support advisor onboarding and ongoing education through targeted communication initiatives aligned with training and development teams.
• Promote advisor participation in firm-wide programs, events, and initiatives through strategic messaging and outreach.
• Proactively develop communication materials during periods of organizational change, growth, or critical initiatives to ensure advisor readiness and alignment.
• Manage multiple priorities and deadlines in a fast-paced, evolving environment with a high degree of ownership, accountability, and attention to detail.
• Operate effectively in ambiguity, adapting quickly to shifting business needs and evolving priorities while maintaining execution speed and quality.
• Utilize Microsoft Office Suite, Microsoft 365, Mail Merges in Outlook, Salesforce, and other communication platforms to execute daily responsibilities.

🎯 Requirements

• 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
• Demonstrated success operating in fast-paced, high-growth, or rapidly changing environments where priorities shift frequently and execution speed is critical
• Experience with communication platforms such as Microsoft 365, Outlook Mail Merges, Teams Webinars, GoToWebinar, Salesforce, and intranet tools

🏖️ Benefits

• Medical, dental, and vision coverage for full-time employees and their families
• 401k with match and profit sharing
• 18 days of paid time off (PTO), increasing to 25 days after 4 years of service
• 12 paid holidays annually (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other professional credentials

Skills & Technologies

Senior

Remote

Degree Required

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Wealth Enhancement Group, LLC

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About Wealth Enhancement Group, LLC

Wealth Enhancement Group provides integrated financial planning and investment management services to individuals, families, and businesses. The firm combines portfolio management, tax strategies, estate planning, insurance, and retirement solutions through a team of advisors, CPAs, and attorneys. It operates on a fiduciary basis, managing over $26 billion in client assets from headquarters in Minneapolis and offices nationwide. Services include wealth transfer, business succession, executive compensation, and charitable planning. The company partners with tax and legal professionals to deliver coordinated advice, aiming to optimize clients’ financial outcomes across market cycles and generational transitions.

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