Facilities Specialist

About the Company

Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning. Since 1997, we have served over 90,000 households from more than 175 offices nationwide, delivering unique financial plans and investment management services.

Facilities Specialist (Fully Remote). Base salary range $80,000–$85,000, exclusive of bonuses and benefits. Eligible for annual bonus.

• Facility project planning; expansion and renovation management
• Plan, coordinate and oversee new branch build outs and openings
• Plan, coordinate and oversee branch office relocations, expansions and renovations
• Project post‑implementation review on facilities projects
• Support and improve branch office space utilization efficiency
• Establish processes and communications on facilities activities
• Implement brand standards for acquisitions, expansions and renovations
• Serve as point of contact for facility access system management
• Oversee media storage
• Document facility related processes and procedures
• Coordinate/assist with other projects identified by Facilities Director
• Budget Management: manage acquisition and project budgets, estimate project expenses for initial planning of various size facilities projects, collect branch office feedback and create resolution plan recommendations for senior management review
• Building and vendor management: serve as liaison with building management at each location, work with vendors to ensure standards, establish and maintain relationships, act as purchasing agent with vendors
• Supervise construction, equipment installation, renovation and redesigning projects ensuring timing, costs and contract requirements are met
• Provide recommendations to senior management for design changes, equipment specifications/substitutions, purchasing and accounting procedures

• PMP certification preferred with 3+ years facilities planning or project management experience
• Excellent oral and written communication skills
• Excellent organization and problem‑solving skills
• Ability to prioritize workflow and projects, use judgment to plan and accomplish goals
• Strong attention to detail
• Ability to lead and direct the work of others
• Professional input on design, construction, development or installation, familiar with field concepts, practices, and procedures
• Experience supervising construction, equipment installation, renovation and redesigning projects
• Expertise with Microsoft Office and other software as required
• Travel required

• Training and professional development
• Medical, dental and vision coverage (full‑time employees and families)
• Health Savings Account (HSA) with employer contribution
• 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
• 401(k) with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days paid time off (accrued annually, 25 after 4 years of service)
• 12 paid holidays each year (10 pre‑determined and 2 floating)
• 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)

We are an equal opportunity employer including disabled and veterans. This organization participates in E‑Verify. 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.