Advisor Compensation Analyst

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 provide unique financial plans and investment management services to over 90,000 households from our over 175 offices nationwide. Since 1997, Wealth Enhancement has raised the standard of wealth management with specialized knowledge and attentive service.

About the role

This remote 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.

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
• Demonstrate ability to effectively use AI tools and technologies in daily work tasks, including crafting effective prompts, evaluating AI-generated content, and integrating AI tools to enhance productivity

Requirements

• Bachelor's degree or equivalent experience in accounting, business, or a related field demonstrated through work experience, training, military experience, or 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
• 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

Pay

The base salary range for this position is $60,000 to $70,000, exclusive of bonuses and benefits. The entire salary grade for this level is $67,300 to $97,600.

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)