Data Analyst (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 80,000 households from our over 140 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 a Data Analyst based out of our Corporate HQ in Plymouth, MN, supporting the Finance Analytics team. In this role, you’ll analyze and interpret data to drive business decision-making, partner with stakeholders across the organization, and help build a new data ecosystem while advancing analytics capabilities. This is a great fit for someone who is naturally curious, highly analytical, and motivated to turn insights into action. This is a remote position. In the spirit of pay transparency, we are excited to share the base salary range for this position is $60,000.00 to $70,000.00, 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 data analytics, finance, statistics, mathematics, or a related field
- Minimum of 2 years of experience in data analysis or a similar analytical role
- Proficiency in developing and executing SQL queries and maintaining Excel workbooks
- Excellent analytical and problem-solving skills
- Strong written and verbal communication skills
Nice To Haves
- Experience with data visualization tools (e.g., Tableau, Power BI) preferred
- Strong understanding of finance principles and concepts
Responsibilities
- 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 to support ongoing analyses
- Present findings in a clear, concise manner suitable for non-technical audiences
- Calculate key performance indicators (KPIs) and financial metrics to support strategic decision-making
- All other duties as assigned.
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)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
