Careers
Let’s craft your career, together
Wealth Enhancement is a fast-growing independent wealth management firm. As part of our mission to improve our clients’ lives, we welcome critical thinkers, big dreamers, and thoughtful builders.
Improving financial outcomes while living our values
Collaboration is at the heart of everything we do at Wealth Enhancement. By working together, we’re creating a better approach to financial services that’s centered on our clients. Six values guide us:
We strive to deliver the best possible service to our clients through thoughtful, meaningful actions.
We use straightforward language. Our communication is simple and direct.
We work together. We share perspectives and explore differing viewpoints to achieve the best possible outcomes.
We are committed to improving and enriching lives.
We are defined by doing what’s right. Always.
We create a sense of belonging so that all colleagues and clients feel welcome and supported.
Work with purpose
With 150+ local advisory offices backed by nationwide specialists, we’re growing fast and always on the lookout for like-minded individuals to help us craft better futures, together.
Our culture
We value continuous learning, where new ideas are valued and internal entrepreneurship is encouraged. For us, growth and progress happen through teamwork.
Our approach
Our team-based Roundtable™ approach to financial planning allows both individual financial advisors and advisory firms to collaborate with financial professionals who share ideas and best practices.
Our teams
Our internal departments prioritize inclusivity and collaboration, all with the goal of empowering employees to reach their full potential.
Our market strength
Our continued growth makes us a top registered investment advisor (RIA) and one the biggest wealth management firms in the U.S., enhancing our ability to build strong financial futures.
97%
Client retention rate*
With local offices around the country, our advisors are backed by a network of specialists who help craft custom financial plans that are as unique as our clients. Our commitment to our people and communities contributes to our leadership role.
Benefits that go beyond the basic
• Medical ins. HDHP or CoPay
• Dental and vision insurance
• Life insurance–employer paid
• Short- and long-term disability
• 401k with 3% match on the first 6% with immediate vesting
• 401k discretionary profit sharing
• Health saving account with HDHP
• Flexible spending accounts
• Flexible schedules
• Remote work options
• Paid time off
• Paid parental leave
• Paid caregiver leave
• Employee assistance program
• Wellbeats digital fitness
• Critical illness/accident insurance
• Life insurance optional for your family
• Nationwide Day of Service supporting communities, clients, and colleagues
• Charitable Matching —corporate donations to nominated non-profits
• A fun, inclusive culture
• Mentor programs
• Pet insurance
• Emergency help when you travel
Inside our recruitment process
At Wealth Enhancement, we want you to succeed—and that starts right from your initial interview.
That’s why we follow a transparent interview process beginning with a review of your application. If you’re selected for an interview, our team will reach out and walk you through the entire process, aiming to provide feedback whenever possible. We look forward to getting to know you.
Committed to your success
Career development
Grow professionally with access to mentorship programs, learning and development workshops, certifications, career upskilling, and opportunities to partner on projects that matter.
Internship program
Summer interns have the chance to network with Wealth Enhancement leadership, access professional development through facilitated sessions and on-demand training, and gain real-world experience that builds the skills and confidence to make a strong entrance into the professional world.
Inclusion and belonging
We promote a sense of belonging through employee resource groups (ERGs), welcome divergent opinions and honest feedback, and create workplaces where everyone feels valued, respected, and empowered.
Ready to elevate your career?
If you’re looking for meaningful work, we’re looking for you.
See Current Opportunities