In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts.

That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth.

Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.

Wealth Enhancement

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 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.

Our Plymouth, MN office has an exciting opportunity for a People Programs Specialist! In this role, you will coordinate and execute programs that enhance employee connection, recognition, wellbeing, and community across Wealth Enhancement Group. You will be instrumental in delivering employee engagement initiatives and supporting efforts to reinforce WEG’s culture and values.

This role is a Hybrid position working primarily from home. You will be required to be on-site at our Plymouth, MN headquarters as-needed for special events and projects.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $75,000.00 to $85,000.00, 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

Employee Engagement Program Coordination and Execution

Coordinate and execute employee engagement programs, including Health & Wellness, Employee Appreciation, Day of Service, Charitable Matching, Employee Resource Groups, and other employee experience initiatives. Develop program plans, timelines, budgets, and logistics to ensure successful execution. Partner with program sponsors, business partners, vendors, volunteers, and local office contacts to deliver consistent, high-quality experiences. Monitor program execution, resolve issues, maintain documentation, and recommend process improvements. 

Employee Resource Group and Employee Volunteer Support

Support Employee Resource Groups and other employee-led communities. Recruit, onboard, and support employee volunteers, ambassadors, and program champions. Foster collaboration across groups to align activities with organizational priorities and maximize employee engagement. 

Program Communications and Promotion

Promote engagement programs through effective communication plans and supporting materials. Provide program information, timelines, and content to support employee communications and maintain accurate resources across employee platforms. Coordinate communications across programs to maximize awareness and participation. 

Measurement, Feedback, and Continuous Improvement

Track participation, budgets, and other program metrics; prepare regular status reports and post-program summaries. Gather employee feedback and recommend improvements that enhance program effectiveness and the employee experience. Monitor engagement trends and identify opportunities to improve programs, processes, and participation. All other duties as assigned. 

Education/Qualifications

Bachelor’s degree in human resources, organizational development, communications, business, hospitality, event management, or a related field or equivalent as demonstrated through one or a combination of the following: work experience, training, military experience, educationMinimum of 3 years of experience coordinating employee engagement, HR programs, events, communications, or related initiativesStrong project management, organizational, communication, and relationship-building skills, with the ability to manage multiple priorities and work effectively across all levels of the organizationDemonstrated ability to coordinate programs, analyze feedback and participation data, and recommend process improvements while exercising sound judgment and discretionProficiency with Microsoft 365Experience with Workday, intranet platforms, survey tools, or project management software a plusAI Literacy:Demonstrated ability to effectively use AI tools and technologies in daily work tasks. Requirements include understanding how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards. 

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $67,300.00 - $97,600.00. However, the base salary range bolded above ($75,000.00 to $85,000.00) is what we expect to pay as a starting range for this position.

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

Training and professional developmentMedical, dental and vision coverage (Available to full-time employees and their families)Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expensesLife and AD&D insurance – employer paid and voluntary optionsShort-term and long-term disability, workers compensation – employer paid401k with match and profit sharingWellness programs and resourcesVoluntary benefits, including pet insurance18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)12 paid holidays each year (10 pre-determined and 2 floating days)Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. 

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.



People Programs Specialist (Remote/Hybrid role)

What the job involves