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 have an exciting opportunity for a Director of Advisor Services! The Director of Advisor Services is a senior relationship management and practice leadership role responsible for helping advisor teams grow, operate efficiently, and deliver exceptional client outcomes across the Great Lakes Region. Acting as a trusted consultant, advocate, and general manager for assigned advisor teams, this role partners closely with Advisor Leads and cross-functional Practice Management Team (PMT) specialists to drive engagement, organic growth, practice optimization, and advisor development.
This role requires a strong organic growth mindset, the ability to drive results within advisor teams, and the judgment to operate with end-to-end ownership—balancing growth, people, operations, and execution. The Director of Advisor Services plays a critical role in translating firm strategy into advisor level outcomes throughout the Great Lakes footprint.
This is a remote position, supporting advisor teams across the Great Lakes Region.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $150,000 to $180,000, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.
Primary Job Functions
Advisor Engagement & Relationship Management
Serve as the primary relationship leader and strategic business partner for advisor teams in the Great Lakes Region
Build trust based relationships with Advisor Leads through regular, structured engagement
Partner with Advisor Leads on roundtables and advisory committees to surface regional trends, risks, and opportunities
Act as the Voice of the Advisor for the region, sharing feedback and insights with corporate leadership
Organic Growth & General Management Leadership
Bring a strong organic growth mindset, focused on net flows, revenue growth, and sustained advisor performance
Operate as a general manager for assigned advisor teams—owning growth outcomes, execution discipline, and overall practice health
Partner with Advisor Leads to identify growth opportunities, improve sales effectiveness, and drive measurable results
Coach advisors on networking, prospecting, and closing skills to improve opportunity conversion
Hold teams accountable to business plans, growth goals, and performance metrics
Practice Optimization & Business Execution
Facilitate the development and execution of advisor team business plans
Develop, monitor, and report on key business metrics to track growth, productivity, and results
Evaluate practice workflows and office processes; recommend improvements to increase efficiency and scalability
Support annual regional budgeting and monitor performance against plan
Leverage PMT specialists (Growth, Marketing, Portfolio, Operations, Tax, Insurance) to support execution and client retention
Promote adoption of best practices, centralized processes, and consistent operating standards across the region
Advisor & Team Development
Provide consultative leadership and coaching to Advisor Leads through regular one-on-one engagement
Help Advisor Leads build strong, collaborative, and high-performing teams
Assess advisor and staff skill levels; partner with mentors and corporate teams to deliver training and development
Support succession planning, talent development, and career progression
Identify and resolve performance or execution issues, escalating as appropriate
Corporate Program Implementation & Change Management
Support rollout and adoption of firmwide initiatives across technology, marketing, operations, compliance, finance, and HR
Help Advisor Leads understand and implement new programs and processes
Coordinate with corporate teams to ensure training completion, technology adoption, and execution discipline
Reinforce marketing strategies and track outcomes
Ensure adherence to standard operating procedures across operations, compliance, and facilities
Partner with Finance on budgeting, variance management, and fiscal discipline
Support HR initiatives including recruiting, onboarding, performance management, and manager development
Education/Qualifications
Bachelor’s degree (or equivalent experience) in business, finance, or a related field
Minimum of 10 years of experience in wealth management advisory practices
Minimum of 5 years of management
Demonstrated organic growth orientation with a track record of driving results within advisor teams
Proven ability to think and act like a general manager, balancing growth, people, operations, and financial outcomes
Strong understanding of wealth management operations with expertise in at least two of the following areas:
Financial planning
Client acquisition / organic growth
Marketing
Practice management
Business operations
Project or change management
Demonstrated success influencing and leading without direct positional authority
Excellent communication, relationship building, and presentation skills
Strong organizational skills with the ability to manage multiple priorities and deadlines
Ability to support a multistate Great Lakes Region, with up to 20% travel
FINRA Series 7 and 66 (or 63 and 65) and insurance licenses (required for hybrid office roles) preferred
CFP designation or equivalent experience preferred
Proficiency in Microsoft Office, Salesforce, Tamarac, and/or Orion preferred
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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 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.
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