Advisor Compensation Analyst

Wealth Enhancement Group

2d•$60,000 - $70,000•Remote

About The Position

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. We have an exciting opportunity for an Advisor Compensation Analyst! This position plays a vital role in administering and analyzing variable compensation for financial advisors. As part of our accounting team, you will ensure accurate payments, process improvements, and effective integration of new advisor teams to support the firm's growth. This is a Remote position. In the spirit of pay transparency, we are excited to share the base salary range for this position is $60,000 to $70,000, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.

Requirements

Bachelor's degree or equivalent experience in accounting, business, or a related field demonstrated through one or a combination of the following: work experience, training, military experience, education
Minimum of 2 years of business experience; experience in accounting, audit, or compensation processing preferred
Proficiency in Microsoft Office Suite
AI literacy, including the ability to utilize and adapt to AI tools and technologies as part of daily work tasks
Strong interpersonal and communication skills across all organizational levels
Experience communicating sensitive information
Superior attention to detail and problem-solving skills
Strong time management and organizational abilities

Nice To Haves

AI literacy, including the ability to utilize and adapt to AI tools and technologies as part of daily work tasks
Comfort with learning new AI applications and understanding their appropriate use cases and limitations.
As AI technology evolves, continued learning and adaptation to new AI tools and methodologies will be expected.

Responsibilities

Gather variable compensation requirements and process semi-monthly compensation cycles for financial advisors
Analyze and update critical pre-processing Salesforce dashboard reports
Conduct pay period compensation review by payee
Maintain and update the compensation system, ensuring all new user financial agreements are accurately entered
Review, code, design, and test system configurations to enable accurate variable compensation calculations
Develop enhanced reporting, archival processes, and preprocessing dashboards
Assist in variable compensated advisor review and setup
Assist in diligence review and integration planning related to contracts, solicitor agreements, and employment agreements
Attend integration meetings and communicate relevant details across accounting teams
Coordinate with internal teams to help advisors plan for team compensation changes
Communicate directly with financial advisors to resolve compensation questions
Analyze compensation issues and recommend process or system designs to meet advisor expectations
Assist teams with compensation-related inquiries and coordinate follow-up actions
Demonstrated ability to effectively use AI tools and technologies in daily work tasks. Requirements include understanding how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards. Comfort with learning new AI applications and understanding their appropriate use cases and limitations. As AI technology evolves, continued learning and adaptation to new AI tools and methodologies will be expected.

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
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)