Paralegal - Remote Opportunity

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 80,000 households from our over 140 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.

Wealth Enhancement is seeking a detail-oriented and proactive Paralegal to join our team. This role will support our in-house legal team with a focus on complex legal matters of a growing firm. This role offers a unique opportunity to work closely with experienced attorneys on intricate legal matters, including company agreements, litigation support, acquisition due diligence, and internal investigations. Ideal candidates will bring strong organizational skills, legal research capabilities, and a collaborative mindset to help ensure our policies and practices align with evolving employment regulations and business needs. (This opportunity can be a remote opportunity; local candidates in the Plymouth, MN area are strongly preferred.)

In the spirit of pay transparency, we are excited to share the base salary range for this position is $95,000.00 to $105,000.00, exclusive of bonuses and benefits. This role is also eligible for our corporate 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

Support the drafting and negotiation of company agreements

• Draft and review agreements include, without limitation, nondisclosure, real estate and vendor agreements (including amendments, side letters and ancillary correspondence) from approved forms for review by attorneys and internal business partners.

• Collaborate with internal business departments to collect data required for completion of agreements.

• Correspond with contract counterparties to ensure timely completion of agreements.

• Prepare agreement summaries for use by internal business partners.

Provide administrative, general corporate and legal research support to the legal team:

• Coordinate execution and filing of agreements and other legal documents.

• Assist in administering company insurance programs to ensure insurance policies are current and curated.

• Conduct research using resources such as internal legal documents, online databases and other legal reference sources.

Assist in privacy and information security compliance

• Support legal review and research related to data protection policies, privacy notices, and infosec protocols.

• Coordinate with IT and compliance teams to ensure legal alignment with cybersecurity frameworks and incident response plans.

Support company merger & acquisition activity

• Assist attorneys with due diligence review of acquisition targets.

• Support legal integration activities for all acquired businesses, including tracking and completion of required post-closing legal deliverables

Miscellaneous

• This position may include other responsibilities and tasks as assigned by management to support departmental and organizational goals. Flexibility and adaptability are essential, as duties may evolve based on business needs.

Education/Qualifications

• Bachelor's degree preferred.  Associate's degree with a Paralegal certificate and 3-5 years’ experience considered in lieu of Bachelor's degree.

• Paralegal Certificate from an ABA-accredited program.

• A minimum of two (2) years of relevant experience.

• Strong verbal, written, analytical, organizational and interpersonal skills.

• Flexibility in daily work schedule to meet company/client needs during periods of heavy workload.

• Superior verbal and written communication skills.

• Proficient with Microsoft Office Suite or related software.

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 at this level is $81,100.00 to $125,300.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

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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.

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.