VP Financial Advisor
Wealth Enhancement Group
About this role
A VP Financial Advisor at Wealth Enhancement Group is an experienced financial professional who supports clients in achieving their long-term financial goals through personalized wealth management and planning. The role is based in Northern California and is part of a team-oriented advisory practice serving a large national client base. The position contributes to client retention, growth, and the firm’s planning-focused approach.
Skills
Qualifications
About Wealth Enhancement Group
wealthenhancement.comN/A
Recent company news
CitywireExclusive: Wealth Enhancement launches platform business through $6.7bn RIA buy
1 day ago
Barron'sJeff Dekko: Wealth Enhancement Group’s Path to $1 Trillion
Sep 5, 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
WKRCFounder sells one of Cincinnati's largest investment advisory firms
Dec 14, 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
$164k – $250k
per year
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