Avoid - Trust Officer Wealth Enhancement Group Employee Review

WEG is one of those places where you go to be challenged, it will push and you will learn. There is a ton of opportunity to raise your hand and lean into different projects. It’s not for people that want the same thing day in and out. This is a high growth company which means technology, AI or a new m&a could pivot the way we work. People who are energized by the bobbing and weaving will flourish here - the overall vision never falters. It’s how we get there that evolves. The company is always seeking to improve from a culture standpoint there’s employee resource groups, mentorship’s, tons of guest speakers, book clubs, company wide competitions (fitness, reading and generosity) we have summer Fridays and a healthy PTO policy along with numerous holidays. They invest in development like conferences and courses. We also believe in pilots - test, learn and fail fast to refine. Nothing is “this is just the way it is,” You’ve got great ideas? Flag them and we can likely build. I’ve never felt surrounded by so much opportunity, I just wish there was more time to build. I love working here, is it alot somedays? Yes. Do I enjoy the people and the passion/energy of those around me? Yes! So many helpful and smart people to engage with. Do I feel we are making a difference? Definitely.

Working fully remote can come with its challenges the flow of information can be a lot, expect a lot coming at you but you’ll learn to weed out the noise. M&A and new team flow can be hectic, a lot of balls in the air can create a little bit of overwhelm at times. Management genuinely seems to care though, they will push you but they will also listen and work with you to prioritize when challenges arise. Work life balance will fall on you to manage, there always more than enough work to go around. Many leaders have started to schedule teams messages & emails for working hours and that’s helped but the different time zones can create activity - you don’t always have to check ;)

The ground‑level teams and first‑level managers are the bright spot. They’re hardworking, collaborative, and genuinely committed to supporting each other despite the challenges created above them. The people doing the actual work are the reason anything gets done, and they deserve far better support from the top.

Working at Wealth Enhancement Group was mostly a disappointing experience, largely due to the gap between what’s promised and what’s actually delivered. The company heavily promotes work/life balance, but in reality, long hours and constant pressure make it nearly impossible to maintain. The onboarding process for new hires is also poorly structured—disorganized, rushed, and lacking the support needed to succeed in a complex operational environment. Senior and executive leadership often feels disconnected from the day‑to‑day realities of the teams doing the actual work. Decisions are made from the top down without considering the impact on employees, and communication is inconsistent at best. The structure of how things are done is outdated and inefficient, and unless leadership is willing to revamp these systems, they risk losing even more talented people.