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Wealth Enhancement Group

Engaged employer

Avoid - Trust Officer Wealth Enhancement Group Employee Review

2.0
4 Sept 2023
Recommend
CEO approval
Business outlook

Pros

Wealth Enhancement trust services offers better than average compensation and benefits. The clients are generally pretty nice and easy to work with. Of course there will be the high maintenance ones, but for the most part they tend to be outliers.

Cons

Absolutely awful work environment. There is virtually no onboarding process whatsoever. you’re just expected to know each internal process and system. There are several very long time employees who want nothing to do with new hires and gate keep information. Management has been told and either won’t or can’t do anything about them. Clients can definitely tell things are “different” since WEG took over and some are leaving. There’s been incredible turnover amongst the new staff and nothing is changing to make things better. I would never recommend working here to anyone.

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Wealth Enhancement Group Response
4mo
We appreciate you being honest and sharing this. We are always making improvements to our onboarding processes and want to ensure that our employees have access to the resources and information needed to successfully perform their roles.

Explore other reviews about Wealth Enhancement Group

5.0
8 Jul 2026
Recommend
CEO approval
Business outlook

Pros

Great management, great balance, leadership wants to see you grow

Cons

Software can be buggy and painful at times

1.0
12 Apr 2026
Recommend
CEO approval
Business outlook

Pros

The ground‑level teams and first‑level managers are the bright spot. They’re hardworking, collaborative, and genuinely committed to supporting each other despite the challenges created above them. The people doing the actual work are the reason anything gets done, and they deserve far better support from the top.

Cons

Working at Wealth Enhancement Group was mostly a disappointing experience, largely due to the gap between what’s promised and what’s actually delivered. The company heavily promotes work/life balance, but in reality, long hours and constant pressure make it nearly impossible to maintain. The onboarding process for new hires is also poorly structured—disorganized, rushed, and lacking the support needed to succeed in a complex operational environment. Senior and executive leadership often feels disconnected from the day‑to‑day realities of the teams doing the actual work. Decisions are made from the top down without considering the impact on employees, and communication is inconsistent at best. The structure of how things are done is outdated and inefficient, and unless leadership is willing to revamp these systems, they risk losing even more talented people.

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Wealth Enhancement Group Response
2mo
We appreciate you being honest and sharing this. We understand how critical a strong onboarding process and continuous support are. We’re continually working to improve our training programs to support our employees. Growth brings change, and we’re working to make sure that progress doesn’t come at the expense of employee experience. Your perspective helps us maintain balance during expansion.
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