Remote Wealth Sales Enablement Specialist

Wealth Enhancement Group; United States; Remote; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401k with match and profit sharing

Paid time off 18 days per year

12 paid holidays per year

Tuition reimbursement

Job summary

Wealth Enhancement Group is seeking an Internal Sales Specialist to support MRVPs and drive new client relationships in a fully remote role. You will help manage leads, schedule meetings, and coordinate onboarding while applying a broad understanding of wealth management practices.

The role emphasizes rapid response, pipeline coordination, and collaboration with central support teams. A bachelor’s degree (preferred), 2+ years in financial services, and AI tool proficiency are expected, with a

Qualifications

• Bachelor’s degree in business, financial services or related field (preferred).
• 2+ years applicable experience, ideally in financial services.
• FINRA Series 7 and 66 (or 63 & 65) not required but may be beneficial
• Basic knowledge of RIA and custodial platforms and investment products
• Strong oral, written and presentation skills
• Ability to train and coach others
• Experience with Microsoft Office suite, MoneyGuide, and Salesforce
• Must be in good compliance standing with all rules, regulations, and policies

Responsibilities

• Acknowledge incoming leads with internal processors for immediate action.
• Help process leads in company systems for RVP and Advisor access.
• Confirm initial client meetings and gathers appropriate case information for RVP.
• Pre-intro communications and scheduling.
• Post-intro communications and data gathering.
• Plan proposals and deliverable completion.
• Post-close onboarding coordination.
• Partner with sales leadership to oversee new business pipeline.
• Coordinate with central support teams on sales related activity.

Skills

AI literacy

Communication skills

Presentation skills

Train and coach others

Education

Bachelor’s degree in business, financial services or related field

2+ years applicable experience in financial services

FINRA Series 7 and 66 not required but may be beneficial

Tools

Salesforce

MoneyGuide

Microsoft Office

Job description

Wealth Enhancement Group is seeking an Internal Sales Specialist to support MRVPs and drive new client relationships in a fully remote role. You will help manage leads, schedule meetings, and coordinate onboarding while applying a broad understanding of wealth management practices.

The role emphasizes rapid response, pipeline coordination, and collaboration with central support teams. A bachelor’s degree (preferred), 2+ years in financial services, and AI tool proficiency are expected, with a