Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships. Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.

• Conduct in-depth industry research, fundamental analysis, financial modeling and valuation work in order to facilitate buy/sell/add/trim decisions• Present investment ideas to senior research group members to be voted upon and included in the appropriate investment fund• Responsible for reviewing and voting on recommendations from team members for inclusion of securities in the long/short fund with approved positions reflected in the portfolio through either equity or options… Show more • Conduct in-depth industry research, fundamental analysis, financial modeling and valuation work in order to facilitate buy/sell/add/trim decisions• Present investment ideas to senior research group members to be voted upon and included in the appropriate investment fund• Responsible for reviewing and voting on recommendations from team members for inclusion of securities in the long/short fund with approved positions reflected in the portfolio through either equity or options strategies• Provide researched opinions on overall portfolio construction including net exposure targets, position size, options strategies, and hedges• Draft monthly updates on current positions to facilitate marketing updates for current and potential clients• Mentoring of junior team members to develop their investment skills Show less

• Ensure proper instruction of all trades executed, including both domestic and international equities as well as fixed income trading. • Research to ensure all details of trading information is appropriate for both the client and the firm.• Maintain all necessary documentation of trade execution to meet all SEC requirements• Provide professional relationship between all parties of executed trades. • Monitor pricing of specifically held assets to recommend buy, sell or… Show more • Ensure proper instruction of all trades executed, including both domestic and international equities as well as fixed income trading. • Research to ensure all details of trading information is appropriate for both the client and the firm.• Maintain all necessary documentation of trade execution to meet all SEC requirements• Provide professional relationship between all parties of executed trades. • Monitor pricing of specifically held assets to recommend buy, sell or hold on each asset. Show less

• Conducts research of invoice history to manage clients payroll• Maintains professional representation of company in-person and through phone communication with clients and coworkers• Provide client invoicing support to supervisors while collaborating in team atmosphere• Creates an enjoyable customer service experience to correct concern or inquiry of client• Studies financials to determine accurate payment method for client

Utilizes sales expertise to maintain memberships for the clubMakes effective choices, complies with ethical standards of the company, easily adapts with strength to the changing demandsServices all customer concerns, correctly executes for ensured resultsAccepts responsibility to meet expectations while still improvingCommunicates effectively in person or phone, creates documents, and reports

Designs, create, installs and maintain custom aquariumsProvide exceptional customer service to high-end customers, regularly including direct e-mail and phone contact, and relationship buildingMaintain inventory levels, monitor merchandise, provide feedback to owner/buyer regarding trends and need for reordersAssists in planning and execution of financial activitiesCreates and implements all financial documents for both customers and managementFollows through with all… Show more Designs, create, installs and maintain custom aquariumsProvide exceptional customer service to high-end customers, regularly including direct e-mail and phone contact, and relationship buildingMaintain inventory levels, monitor merchandise, provide feedback to owner/buyer regarding trends and need for reordersAssists in planning and execution of financial activitiesCreates and implements all financial documents for both customers and managementFollows through with all customer orders and billing cycles Show less