Data Analyst

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)

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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)

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.