Financial Planning Assistant
Wealth Enhancement Group
About this role
A Financial Planning Assistant at Wealth Enhancement supports the firm’s wealth management practice by contributing to the preparation and delivery of personalized financial plans and client reviews. The role operates within a team-based Roundtable and UniFi framework across the firm’s nationwide offices. This is a hybrid position helping maintain client records and support advisor workflows.
Skills
Qualifications
About Wealth Enhancement Group
wealthenhancement.comN/A
Recent company news
Barron'sJeff Dekko: Wealth Enhancement Group’s Path to $1 Trillion
Sep 5, 2025
Citywire$119bn Wealth Enhancement moves brokerage biz in-house using Fidelity’s NFS
Oct 23, 2025
Wealth Solutions ReportDeals & Recruiting Roundup: Janus, Steward, Wealth Enhancement And More
Dec 30, 2025
planadviserAdvisory M&A News – 12/17/2025
Dec 17, 2025
The Business JournalsFounder 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
$50k – $60k
per year
More jobs at Wealth Enhancement Group
Similar Jobs
Financial Planning Consultant
Raymond James
Financial Solutions Advisor - PNC Wealth Management
PNC Bank
Financial Advisor
Raymond James
Financial Planning Consultant (Memphis, TN)
Raymond James
Wealth Planner
Cerity Partners
Merrill Advisor Development Program - Financial Advisor: Paramus & Associates Market
Merrill Lynch