Data Analyst

About Wealth Enhancement Group

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 61,000 households from our over 100 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 Corporate HQ office in Plymouth, MN has an excellent opportunity for a Data Analyst! This position will be located in the Analytics Team within the Finance department and will work to strategically standing up a new data ecosystem while serving to develop analytics as a capability across the organization. The ideal candidate will possess a curiosity to learn and drive improvements, top notch analytical skills, and ability to drive projects to completion. This role has hybrid and remote work options.

The salary target for this role is $67,000.00 - $75,000.00 depending on experience. This role is also eligible for an annual bonus.

We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. 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

Provide analytical support to finance data project. 

• Work directly with teams in IT, finance, marketing, operations, compliance, and advisor services teams to collect business requirements and definitions for data warehouse project. Adept at translating user requirements into system rules for the management and development of data.

• Comfortable with data cleaning and preparation as well as data exploration and analysis using SQL or Python.

• Ability to research data and transform findings into hierarchy rules, processes, and procedures to store and analyze data.

• Create analytical datasets that can be shared across the organization to enable decision- making. 

Analyze data to support WEG’s organic growth.

• Develop insights and analytics to drive WEG’s organic growth. Deliver reporting, analyses, and modeling to our partners to provide additional insights on organizational strategic direction.

Serve as the data expert

• Able to research, audit, and validate data from the ground up.

• Experience building relational data tables from scratch

• Think like a data product owner for data, incorporating a future vision while building for the now.

Education/Qualifications

• Bachelor’s or Master’s degree in statistics, computer science, or data science

• 2+ years of related data analytics experience

• Exhibit strong problem-solving capabilities

• SQL or Python skills required

• Experience with AWS preferred with an aptitude to learn new software 

• Entrepreneurial spirit with ability to build data from the ground up with no pre-existing blueprint

• Must be able to understand and leverage data and analytics to improve decision making and results

• Strong verbal and written communication skills

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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 participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability, workers compensation – employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 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.