Wealth Enhancement Group

Financial Advisor

Wealth Enhancement Group

2 months ago
Charleston, WV
Onsite
Full Time
Medior
0 applicants
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Wealth Enhancement Group
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About this role

Wealth Enhancement is an independent wealth management firm providing personalized financial planning and investment management to tens of thousands of households across a national office network. The Financial Advisor in the Charleston, WV office works as part of an advisory team to support clients in achieving long-term financial goals and to uphold the firm’s planning-based standards. The role operates within the firm’s training and compliance framework and supports client-facing processes.

Skills

Qualifications

4-Year Degree (Business/Finance/Economics preferred)Advanced Designation (CFP/CPA/MBA)Series 7Series 66Series 65
Wealth Enhancement Group

About Wealth Enhancement Group

wealthenhancement.com

N/A

About Wealth Enhancement Group

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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