Advisor Compensation Analyst

Wealth Enhancement; United States; On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical/Dental/Vision coverage

HSA with employer contribution

401k with match

Paid PTO

Paid holidays

Tuition reimbursement

Remote work

Job summary

Wealth Enhancement, a leading independent wealth management firm, seeks an Advisor Compensation Analyst to administer and analyze variable compensation for financial advisors. This remote role sits on our accounting team and supports firm growth.

You will ensure accurate payments, drive process improvements, and integrate new advisor teams with our compensation systems, Salesforce dashboards, and reporting tools, partnering with multiple departments.

Qualifications

• Bachelor's degree or equivalent in accounting, business, or related field.
• Minimum of 2 years of business experience; accounting/compensation processing preferred.
• Proficiency in Microsoft Office Suite; strong communication skills.
• AI literacy, ability to leverage AI tools in daily tasks.
• Attention to detail and problem-solving abilities.

Responsibilities

• Process variable compensation for financial advisors on semi-monthly cycles.
• Update Salesforce dashboard reports and related pre-processing steps.
• Review and code compensation data for accuracy across payees.
• Maintain compensation systems and enter new advisor agreements.
• Collaborate with internal teams on contracts and employment agreements.

Skills

Variable compensation

Salesforce reporting

Pay processing

AI literacy

Data analysis

Education

Bachelor's degree in accounting, business, or related field

2+ years business experience

Microsoft Office proficiency

AI literacy in daily tasks

Strong communication skills

Tools

Salesforce

Microsoft Excel

Job description

About Wealth Enhancement

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.

About Wealth Enhancement

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.

Primary Job Functions

Compensation Processing and Analysis

• 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

Reporting, Review, and Integration Support

• 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

Advisory Support

• 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

AI Literacy

• 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.

Education/Qualifications

• 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

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $67,300 - $97,600. However, the base salary range bolded above ($60,000 to $70,000) is what we expect to pay as a starting range for this position.

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

• 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)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements

This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.