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Full-Time

Marketing Associate

Carroll Team

Confirmed live in the last 24 hours

Wealth Enhancement Group

Wealth Enhancement Group

201-500 employees

Fintech
Financial Services

Entry, Junior

Charlotte, NC, USA

Category
General Marketing
Growth & Marketing
Required Skills
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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Company Stage

Growth Equity (Venture Capital)

Total Funding

N/A

Headquarters

Plymouth, Minnesota

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • WEG's rapid growth and expansion offer employees opportunities for career advancement and professional development.
  • The addition of experienced executives, such as a former BlackRock multi-asset executive as CIO, enhances the firm's leadership and strategic direction.
  • WEG's extensive network of 115 offices nationwide provides a broad platform for collaboration and resource sharing.

What critics are saying

  • The aggressive acquisition strategy may lead to integration challenges and cultural clashes between acquired firms.
  • Rapid expansion could strain resources and impact the quality of client services.

What makes Wealth Enhancement Group unique

  • Wealth Enhancement Group (WEG) stands out as a top RIA acquirer, consistently ranking high on Barron's list of Top 100 RIAs.
  • WEG's aggressive acquisition strategy, including recent acquisitions of firms with over $1.22 billion in client assets, significantly boosts its market presence.
  • The firm maintains a high client retention rate of 97%, indicating strong client satisfaction and loyalty.