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
This is a Remote position.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $105,000.00 to $120,000.00 , exclusive of bonuses and benefits.
Manage a portfolio of employee relations cases from intake through resolution.
Provide guidance to managers on employee performance concerns, conduct issues, attendance, workplace conflict, and policy violations.
Conduct prompt, thorough, and impartial investigations involving employee complaints, harassment allegations, discrimination concerns, retaliation claims, and other workplace issues.
Document investigations, findings, recommendations, and outcomes in accordance with company standards.
Analyze case trends and recommend proactive actions to reduce recurring workplace issues.
Coach leaders on effective employee management practices.
Partner with managers on performance improvement plans, disciplinary actions, and separation decisions.
Provide recommendations that balance business needs, employee experience, legal compliance, and organizational values.
Support organizational changes, restructures, and workforce transitions.
Interpret and apply company policies consistently across the organization.
Ensure compliance with federal, state, and local employment laws.
Partner with Legal and HR leadership on complex employee relations matters.
Assist with reviewing and updating policies, procedures, and workplace practices.
Maintain knowledge of employment law developments and emerging workplace trends.
Facilitate conversations and interventions to resolve workplace conflicts.
Promote respectful workplace behaviors and foster positive employee relations.
Support employee engagement initiatives and help leaders address workplace concerns proactively.
Serve as a trusted resource for employees seeking guidance on workplace issues.
Maintain accurate case documentation and records.
Track key employee relations metrics and trends.
Prepare reports and insights for HR leadership regarding case volume, themes, risks, and resolution effectiveness.
Identify opportunities to improve processes, manager capability, and employee experience.
Develop and deliver training for leaders on employee relations best practices.
Educate managers on performance management, documentation, investigations, accommodations, and policy application.
Support the creation of tools, templates, and playbooks that improve consistency across the organization.
Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency, while validating outputs for accuracy, privacy, and business alignment.
Identify and escrow inaccurate information and knowledge gaps, or issues related to digital tools
Required: Bachelor's degree in Human Resources, Business Administration or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education
7+ years of progressive Human Resources experience with significant employee relations responsibility.
Demonstrated experience conducting workplace investigations and managing complex employee relations matters.
Strong knowledge of employment laws and HR compliance requirements.
Experience advising managers on performance management, corrective action, and terminations.
Excellent verbal, written, and interpersonal communication skills.
Ability to maintain strict confidentiality and exercise sound judgment.
Strong conflict resolution and problem-solving skills.
Proficiency with HRIS and case management systems.
Proficient at using AI and digital tools
Preferred: SHRM-CP, SHRM-SCP, PHR, or SPHR certification.
Experience supporting multi-state workforces.
Experience in financial services, professional services, or other highly regulated industries.
Experience leveraging HR technology and AI-enabled tools to improve HR processes and case management.
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 $87,400.00 - $131,000.00. However, the base salary range bolded above ($105,000.00 to $120,000.00) is what we expect to pay as a starting range for this position.
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 development
Medical, 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 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
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.
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.
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