Job Overview
Location
Remote
Job Type
Full-time
Category
Data & Analytics
Date Posted
May 22, 2026
Full Job Description
📋 Description
- • The Data Analyst role at Wealth Enhancement Group supports the Finance Analytics team by analyzing and interpreting data to drive business decision-making, partner with stakeholders, and help build a new data ecosystem while advancing analytics capabilities.
- • Day to day, the person will collect, clean, and validate data from multiple sources; analyze datasets to identify trends, patterns, and actionable insights; collaborate with stakeholders to gather business requirements and translate them into data-driven recommendations; develop and maintain SQL queries and databases; present findings clearly to non-technical audiences; and calculate KPIs and financial metrics to support strategic decisions.
- • Wealth Enhancement is an independent wealth management firm with over 140 offices nationwide, serving over 80,000 households through personalized financial planning and investment management using its Roundtable and UniFi processes since 1997.
- • In this role, the person can learn to advance analytics capabilities, deepen expertise in financial data analysis, strengthen stakeholder collaboration skills, and grow professionally within a firm committed to enriching client lives through specialized wealth management services.
🏖️ Benefits
- • Training and professional development
- • Medical, dental and vision coverage (Available to full-time employees and their families)
- • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- • 401k with match and profit sharing
- • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
- • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Skills & Technologies
See exactly how your profile matches this role — strengths, skill gaps, and what to do about them.
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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