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Wealth Enhancement Group

Financial Advisor

Houston, TX · On-site

About Wealth Enhancement Group Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our ...

Wealth Enhancement Group

Financial Advisor

Athens, GA · On-site

$79K - $120K/yr

Wealth Enhancement Group has an exciting opportunity for a Financial Advisor to join a successful and growing team in Athens, GA. The Financial Advisor will partner with the lead advisor and team to ...

Wealth Enhancement Group

Financial Advisor

Houston, TX · On-site

About Wealth Enhancement Group Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our ...

Wealth Enhancement Group

Financial Advisor

Athens, GA

$79K - $120K/yr

Wealth Enhancement Group has an exciting opportunity for a Financial Advisor to join a successful and growing team in Athens, GA. The Financial Advisor will partner with the lead advisor and team to ...

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How much do wealth enhancement group jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for wealth enhancement group in the United States is $31.92, according to ZipRecruiter salary data. Most workers in this role earn between $18.75 and $36.54 per hour, depending on experience, location, and employer.

What is Wealth Enhancement Group?

Wealth Enhancement Group is a financial advisory firm that provides comprehensive wealth management services to individuals, families, and businesses. They offer services such as financial planning, investment management, retirement planning, tax strategies, and estate planning. The firm works with clients to create personalized financial strategies designed to meet their long-term goals. Wealth Enhancement Group employs a team-based approach, leveraging the expertise of financial advisors, specialists, and support staff to deliver holistic financial advice.

What are some common challenges faced by professionals working at Wealth Enhancement Group, and how can new hires prepare for them?

Professionals at Wealth Enhancement Group often navigate complex client financial situations and evolving market trends. New hires may find the fast-paced environment and the need to stay up-to-date on regulations and investment options challenging. To succeed, it's important to be proactive in learning, communicate effectively with clients and team members, and leverage the firm's training resources. Building strong relationships and seeking mentorship within the team can also help new hires acclimate and thrive.

What are the key skills and qualifications needed to thrive as a financial advisor at Wealth Enhancement Group, and why are they important?

To thrive as a Financial Advisor at Wealth Enhancement Group, strong analytical skills, financial planning expertise, and relevant certifications such as CFP or Series 7/66 licenses are generally required. Familiarity with financial planning software, CRM systems, and portfolio management tools is typical in this role. Outstanding interpersonal skills, active listening, and the ability to build trust with clients help set top advisors apart. These skills are crucial for providing tailored financial advice, building long-term client relationships, and ensuring regulatory compliance.

What is the difference between Wealth Enhancement Group vs Financial Advisor?

AspectWealth Enhancement GroupFinancial Advisor
CredentialsCFP®, ChFC®, or similar certifications often preferredCFP®, CFA®, or similar certifications often preferred
Work EnvironmentTeam-based, client-focused financial planning firmIndependent or firm-based, client-focused financial planning
Employer & Industry UsageFinancial services firms, wealth management companiesFinancial institutions, independent practices, banks
Common Search & ComparisonYesYes

Wealth Enhancement Group and Financial Advisor roles both involve providing financial planning and investment advice. While Wealth Enhancement Group is a specific firm known for comprehensive wealth management services, a Financial Advisor is a broader term that can refer to professionals working in various firms or independently. The key differences lie in the employer, certifications, and work environment, but both roles require similar credentials and serve similar client needs.

Is Wealth Enhancement Group a good place to work?

Wealth Enhancement Group is a financial services firm that offers roles such as financial advisors and client service associates. Employees generally report a collaborative environment, opportunities for professional development, and a focus on client-centered work. As with any company, experiences can vary based on role and location.

What does the Wealth Enhancement Group do?

Wealth Enhancement Group is a financial services firm that provides wealth management, financial planning, investment advisory, and estate planning services. Financial advisors at the firm analyze clients' financial situations, develop personalized strategies, and use tools like financial planning software to help clients achieve their financial goals.
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Wealth Enhancement Group jobs near you
Infographic showing various Wealth Enhancement Group job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, and 4% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $66,403 per year, or $31.9 per hour.

Financial Advisor

Wealth Enhancement Group

Houston, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 8 days ago

Job description

About Wealth Enhancement Group
Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 55,000 households from our over 100 offices - and growing - nationwide.
Since 1997, Wealth Enhancement Group has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Our West Houston, TX office is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client's expectations. Our team members work together to meet company objectives for customer service quality, client retention and sales growth.
Primary Job Functions
Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity
  • Facilitate the financial planning process
  • Discover a prospect or client's values, goals and objectives
  • Understand their current financial situation
  • Engage them in the financial planning process
  • Prepare and conduct annual reviews, including both planning and investment topics

Source and close prospective clients
  • Proactively follow up with clients who have not implemented financial plan
  • Close leads provided by various WEG channels (Marketing, CRP, etc.)
  • Create opportunities within your network
  • Drive referrals from existing clients

Manage client relationships and client service as needed
  • Assist the Financial Advisor during client meetings and with follow-up
  • Take meeting notes and promptly enter into the CRM
  • Present financial advice or plan to client with the Financial Advisor
  • Meet with client to obtain additional planning information, or to clarify/confirm information provided
  • Analyze client's current investments and insurance policies
  • Placing trades and account management

Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology
Adherence to the Wealth Enhancement Group's Corporate Communication Strategy and in good compliance standing
Education/Qualifications
  • Requires a 4-year degree; business, finance, economics preferred
  • Advanced designation required (CFP, CPA, MBA, etc.)
  • Series 7, 66 (BD/RIA)
  • Series 65 (RIA Only)
  • Insurance Licenses
  • 4+ years of experience within the wealth management industry
  • Ability to source and convert prospects to clients and provide high-level planning-oriented service
  • Possess excellent analytical, organizational, and communication skills (both oral & written)
  • Ability to manage multiple projects at once
  • Engagement in WEG, broader community and active participation in financial planning community

Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:
  • Training and professional development
  • Medical and dental coverage
  • 401k - with match and profit sharing
  • Health care spending and savings accounts
  • Dependent care spending account
  • Vision coverage
  • Wellness programs and resources
  • Life insurance - employer paid
  • Short-term and long-term disability - employer paid
  • Paid Time Off
  • 10 paid holidays each year
  • Paid parental leave
  • Tuition reimbursement

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

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