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Wealth Enhancement Group

Engaged Employer

It takes corporate office employees to support field folks - Anonymous employee Wealth Enhancement Group Employee Review

3.0
Jan 10, 2024
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Initially, I enjoyed working at Wealth Enhancement Group. I liked the smaller company. Pay was good. Benefits were good. I was able to work remotely. Our team expanded (somewhat) as the work expanded.

Cons

All was going well, but then I was trying to do the job of more than one person. And instead of hiring more to the team to get ahead of the work and create efficiencies, multiple people from our team were laid off. And apparently from a few other key teams that provided daily support for the field folks. Yet the company continued to gain more field offices. I'm not sure how they expect to provide adequate support. When I first started, the help desk did not have anywhere near enough people and you could sit on hold for a few hours waiting for someone to answer. I'm sure it isn't quite that bad, but I am just remembering that and wondering what it was like after the layoffs and the field folks trying to get help from these reduced departments.

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Wealth Enhancement Group Response
3mo
We’re sorry your experience didn’t reflect what we strive for. Growth brings change, and we’re working to make sure that progress doesn’t come at the expense of employee experience. Your perspective helps us maintain balance during expansion. Strong leadership is key to a positive experience. We’re committed to fostering leadership that prioritizes clear communication, accountability, and support.

Explore other reviews about Wealth Enhancement Group

5.0
Mar 16, 2026
Recommend
CEO approval
Business Outlook

Pros

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.

Cons

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 ;)

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Wealth Enhancement Group Response
2mo
We value your perspective and your thoughtful review. Work-life balance is essential, and we’re exploring more ways to help employees feel supported in this area. Your input helps us identify opportunities for improvement.
1.0
Apr 12, 2026
Recommend
CEO approval
Business Outlook

Pros

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.

Cons

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.

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Wealth Enhancement Group Response
1mo
We appreciate you being honest and sharing this. We understand how critical a strong onboarding process and continuous support are. We’re continually working to improve our training programs to support our employees. Growth brings change, and we’re working to make sure that progress doesn’t come at the expense of employee experience. Your perspective helps us maintain balance during expansion.
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