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About the Company

Wealth Enhancement is an independent wealth management organization focused on helping clients improve their financial lives. The firm uses a team-based Roundtable and UniFi approach to deliver personalized financial planning and investment management services. It serves more than 90,000 households through 175+ offices across the United States and has been expanding since 1997.

Role Overview

This opportunity is for a Data Analyst supporting the Finance Analytics team from the company’s corporate headquarters in Plymouth, Minnesota. The position is hybrid and requires one day per week on site. The selected candidate will work on data analysis, help strengthen a developing data ecosystem, support analytics growth, and collaborate across teams to turn data into business decisions.

Primary Responsibilities

Gather data from several sources, then clean and verify it for accuracy.
Study datasets to uncover trends, recurring patterns, and practical insights.
Work with internal stakeholders to understand business needs and convert them into data-backed recommendations.
Create, run, and maintain SQL queries and database structures used for analysis.
Share results in a straightforward way that non-technical audiences can easily understand.
Compute KPIs and financial measures that support strategic planning and decisions.
Take on additional duties as needed.

Qualifications

Bachelor’s degree, or equivalent experience, in data analytics, finance, statistics, mathematics, or a closely related discipline.
At least 2 years of experience in data analysis or a comparable analytical position.
Prior exposure to data visualization platforms such as Tableau or Power BI is preferred.
Solid grasp of finance concepts and principles.
Ability to write and execute SQL queries and manage Excel workbooks effectively.
Strong critical thinking and problem-solving ability.
Clear written and verbal communication skills.

Compensation

The role offers a base salary between $60,000 and $70,000 per year, excluding bonuses and benefits. The broader salary grade for this level is $79,200 to $110,900. Total compensation includes base pay plus variable pay tied to performance and company objectives.

Benefits and Development

Training support and professional development opportunities.
Medical, dental, and vision insurance for full-time employees and their families.
HSA with employer contribution plus FSA options for medical, dependent care, and transit costs.
Company-paid life and AD&D insurance, with voluntary coverage options available.
Company-paid short-term disability, long-term disability, and workers’ compensation coverage.
401(k) plan with matching and profit sharing.
Wellness programs and related resources.
Optional benefits, including pet insurance.
18 days of PTO earned annually, increasing to 25 days after 4 years of service.
12 paid holidays each year, made up of 10 fixed holidays and 2 floating days.
Paid parental leave and paid caregiver leave; caregiver leave begins after 6 months of tenure.
Tuition, licensing, and credential reimbursement after service requirements are met.

Additional Information

Applicants must be authorized to work in the United States without needing current or future employer sponsorship. Reasonable accommodations are available during the application or selection process by contacting Human Resources at 763-417-1700. Application details are kept confidential and shared only with those involved in hiring. The company is an equal opportunity employer and participates in E-Verify. It also notes that artificial intelligence tools may help with initial resume screening, with final review handled by the recruiting team. This role follows OSHA-related requirements, including the ability to sit or stand for extended periods, file documents in high or low cabinets, and use a telephone and computer systems.

Data Analyst