Shipvane · 4 AE roles
Marco E. · joined Cargolio
Fleetora · first roles in DEWealth Enhancement_
As of 30 October 2026, Wealth Enhancement has 57 open roles (29 new in 30 days), its finance & accounting team is hiring most, and its postings name Salesforce, Wrike and Confluence as the tools the team works in.
As of 30 October 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.
- Headquarters
- Plymouth, Minnesota, United States
- Employees
- 501-1000 employees (linkedin)
- Sells to
- private clients, business owners, plan sponsors
- Certifications on site
- Site languages
- EN
- Career system
- Workday
Wealth Enhancement in one screen
Read from wealthenhancement.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.
Wealth Enhancement is a wealth management advisory firm that provides investment management, retirement income planning, tax strategies, estate planning, and financial planning for private clients and businesses. Its offerings include trust services, tax preparation, annuities, special needs planning, and employee retirement account management. It also serves plan sponsors and business owners through retirement plan consulting and business growth and exit planning.
Named on the site: private clients, business owners, plan sponsors.
Nearest companies by what they do, sell and whom they serve, 51+ employees. 585 scored.
What Wealth Enhancement says it runs
Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.
• Maintains Salesforce database and client files (Filing, copies, data input)• Lead campaign planning and execution using tools like FMG Suite, Canva, Wistia, Wrike, and Salesforce.• Manage priorities and documentation in Jira and Confluence; use experience-quality measures to guide improvements and coach partners to apply standards independently• Prepare tax returns and related work papers for high-net-worth families and their related business and legal entities using Inuit’s ProSeries Professional and SmartVault tax integration software• Review implementation for fidelity, responsive behavior, system use, and accessibility; document material defects in Jira and confirm resolution• Manage QuickBooks, create P&Ls, and balance the books• Prepare tax returns and related work papers for high-net-worth families and their related business and legal entities using Inuit’s ProSeries Professional and SmartVault tax integration software• Proficient with Microsoft Office required• Proficiency with Microsoft Office Suite (Outlook, Word, PowerPoint, Excel)• Experience with Workday preferred• Proficiency in Microsoft Excel, Microsoft Word, CCH Axcess/ProSystems, and CCH Intelliconnect• Proficiency with Microsoft Office Suite (Outlook, Word, PowerPoint, Excel)• Proficiency with Microsoft Office Suite (Outlook, Word, PowerPoint, Excel)• Proficiency with Microsoft Office Suite (Outlook, Word, PowerPoint, Excel)Vendors whose code loads on wealthenhancement.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.
57 open roles, 50 opened in 90 days
Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United States →
| open · new 30 d | |
|---|---|
| Finance & accounting | 27 · 10 |
| Customer service & success | 12 · 7 |
| General management & consulting | 4 · 0 |
| Marketing & communications | 3 · 3 |
| Legal, compliance & risk | 2 · 2 |
| Business development & strategy | 1 · 0 |
| Data & AI | 1 · 1 |
| Design & UX | 1 · 1 |
| Human resources | 1 · 1 |
What is changing, read from the postings
Intents are events the employer states about itself, each with the sentence and the posting it came from.
No change signals read in the current postings.
Sales, marketing and IT leaders by function. Add Wealth Enhancement to a monitor and get a webhook when a role opens, a tool appears or a signal is read.
Free plan: 1,000 records, no card. The first 20 are above; e-mails are verified at the mail server when you open them.
Companies like Wealth Enhancement
Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 585 scored.
From the company's own website
Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.
Wealth Enhancement (Plymouth, United States, 501-1000 employees) has 57 open roles, 29 new in 30 days, and names 14 tools in its postings. (Breaknorm, 30 October 2026, https://breaknorm.co/company/wealthenhancement.com)
Read from the source, not self-reported
Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →
- ProfileBuilt from wealthenhancement.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
- HiringRead hourly from the company's Workday career site; reposts collapse into one record.
- Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
- HeadcountLinkedIn where known, otherwise estimated from the site.
Wealth Enhancement: questions
Does Wealth Enhancement use Salesforce?
Yes, by the company's own words: 27 postings name it, first seen 2026-05-03, in the customer service & success team.
Is Wealth Enhancement hiring?
57 open roles as of 30 October 2026, 29 opened in the last 30 days and 1 closed. The largest team hiring is finance & accounting.
Where does this profile come from?
From wealthenhancement.com itself: we crawled it on 2026-09-07, built the profile on 2026-09-12, and read its career site (Workday) hourly since. Headcount is from LinkedIn.
Who should I write to at Wealth Enhancement?
The people are behind the login: decision makers by function, verified at the mail server when you open them. 1 public role addresses from the site are there too.
Get this company your way
The same data as a search, over MCP and the API, as bulk files, or pushed to you as it changes.
Wealth Enhancement and 41.5M more,
read from the source
Look up any company by domain, with its hiring, stack and signals. 1,000 records free.