Wealth Enhancement
Wealth Management
DataAnalyst
Neural analysis suggests this role is
optimal for Entry candidates.
“Data Analyst at Wealth Enhancement. Skills: Data analysis, SQL, Data visualization. Collect data. Clean data”
What You'll Achieve.
Drive business decision-making; Support ongoing analyses; Support strategic decision-making
Industry & Context.
Analytical skills; Problem-solving skills
Ability to stand or sit for long periods, Ability to file documents in high or low cabinets, Ability to use the telephone, Ability to use computer systems
What They're Looking For.
Must Have
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, Proficiency in developing and executing SQL queries, Proficiency in maintaining Excel workbooks, Excellent analytical skills, Excellent problem-solving skills, Written communication skills, Verbal communication skills
Nice to Have
Experience with data visualization tools (e.g., Tableau, Power BI), Understanding of finance principles and concepts
What You'll Do.
Identify actionable insights
Maintain SQL databases
Calculate financial metrics
How You'll Work.
Team & Collaboration
Collaborate with stakeholders; Gather business requirements; Translate requirements into recommendations; Present findings to non-technical audiences
Communication Scope
Written communication skills; Verbal communication skills; Present findings clearly; Present findings concisely
Full Job Description
**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](http://www.wealthenhancement.com/). We have an exciting opportunity for a **Data Analyst** based out of our Corporate HQ in Plymouth, MN, 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 position. In the spirit of pay transparency, we are excited to share the base salary range for this position is **$60,000.00 to $70,000.00** , 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 audi
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