Data Insights Analyst (Remote)

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 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’re looking for a Data Insights Analyst who can do more than just crunch numbers—you’ll bring data to life through compelling storytelling and clear communication . This role is perfect for someone who enjoys collaborating with cross-functional teams, translating business needs into actionable insights, and presenting data in a way that drives decisions. This is an exciting opportunity for a data professional who thrives on turning complex data into clear, strategic insights that influence decision-making. If you're a strong communicator who enjoys presenting to cross-functional teams, simplifying data for any audience, and proactively solving problems, you'll thrive in this role. (This is a remote work opportunity from anywhere in the U.S.).

In the spirit of pay transparency, we are excited to share the base salary range for this position is $80,000.00 to $90,000.00, exclusive of bonuses and benefits. This role is also eligible for our corporate bonus.

Primary Job Functions:

BI Solutions & Data Storytelling

• Collaborate with teams (e.g. Sales, Marketing) to gather requirements and deliver actionable BI solutions.

• Design and maintain user-friendly dashboards and reports using Power BI and Salesforce.

• Define and track KPIs aligned with business goals.

• Create clear, compelling visualizations that communicate insights to technical and non-technical audiences.

• Continuously enhance reporting assets using best practices and user feedback.

Data Integration & Technical Enablement

• Collaborate with data teams to improve data flows, reporting processes, and scalable solutions.

• Translate business needs into clear technical requirements.

• Validate data accuracy and resolve issues to ensure reliable reporting.

• Partner with engineering and architecture teams to support robust data infrastructure.

Qualifications:

• Bachelor’s degree in business, Analytics, or related field.

• 3+ years of experience with Power BI or similar tools (portfolio encouraged).

• 1-3 years of experience with SQL and data analysis.

• Familiarity with Salesforce reporting and data structures.

• Experience with ETL processes and data integration workflows.

• Exposure to cloud platforms (e.g., AWS) is a plus.

• Knowledge of Python or R is helpful but not required.

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 at this level is $79,200.00 to $110.900. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

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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 participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to 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.