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 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 position being offered as a hybrid role; requiring one day in office at our Plymouth, MN Corporate Headquarters.
***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.
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
