The Role Analyze, clean, validate, and interpret data to identify trends and actionable insights. Develop SQL queries, maintain databases and Excel workbooks, calculate financial KPIs, collaborate with stakeholders, gather business requirements, and present recommendations to nontechnical audiences. The role supports Finance Analytics and contributes to building a new data ecosystem. Summary Generated by Built In 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 90,000 households from our over 175 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 Data Analyst , supporting the Finance Analytics team. In this role, you'll analyze and interpret data to drive business decision-making, partner with stakeholders across the organization, and help build a new data ecosystem while advancing analytics capabilities. This is a great fit for someone who is naturally curious, highly analytical, and motivated to turn insights into action. This is a remote role, however, you must be willing to work CST hours. If located near our Headquarters in Plymouth, MN this will be a hybrid position working partially from office and partially from home.

•To be considered for this role, applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization. In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000.00 to $80,000.00 , 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 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. Education & 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 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 as this level is $79,200.00- $110,900.00. The Data Analyst role is compensated through a combination of base salary and variable pay, with total compensation aligned to performance metrics and company goals. (See bold details above) #LI-HB1 #LI-Remote 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:

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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. Read Full Description Skills Required 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 Tableau or Power BI Strong understanding of finance principles and concepts Proficiency developing and executing SQL queries Experience maintaining Excel workbooks Excellent analytical and problem-solving skills Strong written and verbal communication skills Authorization to work in the United States without current or future employer-sponsored work authorization Ability to work CST hours Wealth Enhancement Group Compensation & Benefits Highlights The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Wealth Enhancement Group and has not been reviewed or approved by Wealth Enhancement Group. About This Summary Healthcare Strength — Coverage spans medical, dental, vision, employer-paid life, and short- and long-term disability with added wellness resources. Options such as HSAs/FSAs, critical illness/accident coverage, an EAP, and digital fitness broaden overall health support. Retirement Support — A 401(k) with company match and immediate vesting is offered alongside discretionary profit sharing. These features strengthen long-term financial security for employees. Parental & Family Support — Paid parental leave at full pay and paid caregiver leave are included. These policies signal meaningful support for growing families and caregiving needs. Learn more about Wealth Enhancement Group's Compensation & Benefits → Wealth Enhancement Group Insights What's It Like to Work at Wealth Enhancement Group? Wealth Enhancement Group Culture & Values Wealth Enhancement Group Career Growth & Development What's the Work-Life Balance Like at Wealth Enhancement Group? Wealth Enhancement Group Leadership & Management Wealth Enhancement Group Company Growth, Stability & Outlook View all jobs at Wealth Enhancement Group View Wealth Enhancement Group Profile Report Job