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Wealth Enhancement Group

Engaged Employer

DTC Location - Administrative Assistant Wealth Enhancement Group Employee Review

2.0
Jan 5, 2026
Recommend
CEO approval
Business Outlook

Pros

I worked at Wealth Enhancement Group for a period of time and wanted to share my experience for anyone considering employment here. From the outside, the company presents a polished and well-established image; however, my internal experience was more complex. The pace was intense, expectations often shifted, and there was a noticeable lack of consistency in processes. This made it difficult to feel fully set up for success, particularly during training. Training challenges were not due to the individual responsible for training me, but rather because procedures and priorities were frequently changing. This limited the effectiveness of hands-on training, especially as the person I needed to train alongside was also carrying an extremely heavy workload. Additional staffing or dedicated support during the transition period would have made a meaningful difference. At times, the workload fell largely on myself and one other individual to manage a wide range of responsibilities without sufficient operational support. There also appeared to be favoritism and inconsistency in flexibility. While remote work opportunities were available to others, I was repeatedly told that this option would eventually be available to me, but it never materialized. Being told one thing and then being corrected or redirected for following that guidance created ongoing confusion and frustration. That said, there are talented individuals within the organization, and I am grateful for the experience overall. It provided valuable insight and ultimately helped prepare me for my next role. I would also like to sincerely thank Bob and Erin for their support during my time there. This environment may work well for some, but I would strongly encourage prospective employees to ask detailed questions about training structure, workload distribution, internal support, flexibility, and employee retention. Additionally, reviewing feedback on platforms like Glassdoor can provide helpful context.

Cons

• Ongoing miscommunication between leadership and support staff. Even when conversations were documented, expectations often shifted or were later contradicted, creating confusion and frustration. • Inconsistent flexibility and remote work policies. While many roles—including ones similar to mine—were permitted to work from home, I was required to remain in the office despite being told repeatedly that remote flexibility would eventually be available. That promise was never fulfilled. • Limited respect for basic work-life balance. Breaks and even bathroom breaks were discouraged or questioned, which contributed to an unhealthy and stressful work environment. • Lack of recognition and positive feedback. Effort, hard work, and progress were rarely acknowledged, and feedback tended to focus on shortcomings rather than growth or accomplishments. • Training during the transition from Ryan Financial to Wealth Enhancement Group was insufficient. I was assured I would receive full training and that not having a finance background was acceptable, as on-the-job training would be provided. In reality, training was delayed, deprioritized, and inconsistent due to constant process changes and the added strain of an acquisition. • Expectations continued to increase while training and support were pushed back. When expectations were not met—largely due to juggling incomplete training alongside acquisition-related workload—it felt punitive rather than supportive. • Overall, staffing levels and operational support did not keep pace with growth, leaving a small number of employees responsible for managing an unsustainable range of responsibilities.

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Wealth Enhancement Group Response
4mo
We value your perspective and your thoughtful review. We are a fast-growing company committed to providing best-in-class financial advice and expanding our reach to serve more individuals. We truly value the contributions of every team member and recognize that our success is built on their hard work and dedication. Feedback like yours is important to us, and we’re committed to continuously improving the employee experience. We know gaps in communication can be frustrating, and can impact collaboration and overall experience. We’re actively working to strengthen transparency and ensure information flows effectively across teams. Your input helps us identify areas for improvement. 

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
3mo
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
2mo
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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