Full-Time

Marketing Associate

Carroll Team

Confirmed live in the last 24 hours

Wealth Enhancement Group

Wealth Enhancement Group

1,001-5,000 employees

Comprehensive financial guidance and wealth management

Financial Services

Entry

Charlotte, NC, USA

Category
General Marketing
Growth & Marketing
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 Group

Wealth Enhancement Group

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Wealth Enhancement Group offers financial guidance by providing a range of services in wealth management. Their approach includes a team of specialists who work together to help clients simplify their financial lives. Instead of managing multiple financial relationships, clients can access all necessary services in one place. The company operates by integrating advisory services with securities offerings, generating revenue through advisory fees and commissions on transactions. A key feature of Wealth Enhancement Group is their Roundtable™ team approach, which collaborates with clients to ensure their financial matters are organized and comprehensive. They also utilize the 3-step UniFi™ process to help clients make confident financial decisions while reducing stress.

Company Stage

Growth Equity (Venture Capital)

Total Funding

N/A

Headquarters

Plymouth, Minnesota

Founded

1990

Growth & Insights
Headcount

6 month growth

237%

1 year growth

237%

2 year growth

237%
Simplify Jobs

Simplify's Take

What believers are saying

  • Recent acquisitions expand Wealth Enhancement Group's client assets and geographic reach.
  • Growing demand for personalized financial advice aligns with their comprehensive service model.
  • Interest in ESG investing offers new opportunities for Wealth Enhancement Group's investment strategies.

What critics are saying

  • Rapid acquisitions may lead to integration challenges affecting service quality.
  • Competition from digital-first platforms could attract cost-sensitive clients.
  • Expansion into new markets may expose the company to regional economic challenges.

What makes Wealth Enhancement Group unique

  • Wealth Enhancement Group offers a unique Roundtable™ team approach for comprehensive financial guidance.
  • The firm's 3-step UniFi™ process simplifies clients' financial lives and decision-making.
  • They integrate advisory services and securities offerings under one roof for client convenience.

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