Data Analyst (Hybrid)

About the role

Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning. We operate over 175 offices nationwide and have been in business since 1997.

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

Qualifications

• 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
• Experience with data visualization tools (e.g., Tableau, Power BI) preferred
• Strong understanding of finance principles and concepts
• Proficiency in developing and executing SQL queries and maintaining Excel workbooks
• Excellent analytical and problem-solving skills
• Strong written and verbal communication skills

Benefits

Comprehensive benefits offerings include:

• 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
• 401(k) 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)