Financial Advisor
Wealth Enhancement Group
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
About Wealth Enhancement Group
wealthenhancement.comN/A
Recent company news
Jeff Dekko: Wealth Enhancement Group’s Path to $1 Trillion
Sep 5, 2025
$119bn Wealth Enhancement moves brokerage biz in-house using Fidelity’s NFS
Oct 23, 2025
Deals & Recruiting Roundup: Janus, Steward, Wealth Enhancement And More
Dec 30, 2025
Advisory M&A News – 12/17/2025
Dec 17, 2025
Founder sells L.M. Kohn, one of Cincinnati’s largest investment advisory firms
Dec 12, 2025
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Wealth Enhancement Group.
Salary
$100k – $150k
per year