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Wealth Enhancement Group

Engaged Employer

The Place where they over promis and underdeliver for Employees - CSM Wealth Enhancement Group Employee Review

1.0
Jun 29, 2018
Recommend
CEO approval
Business Outlook

Pros

Advertising - Marketing Team work hard to bring in clients for advisors They Try to put clients first

Cons

Company has just moved to a sales force tracking system that is not intuitive. Many of Employees will tell you that they are growing, this may seem good however the ability of the current technology team or help desk are not able to respond or help with how to run sales force . I have been in this industry for many years and I have never seen a CRM system so complex and convoluted. Many of the developers who put sales force in place are not receptive to input from the employees. Many of the employees who use the sales force system are asked to change the processes that they have learned the month before. Many simple tasks tha would take a matter of minuets at other firms will take 10 to 20 minuets to complete. There no universal or standard way to update a task each Advisory team uses different ways to name accounts or types.

Explore other reviews about Wealth Enhancement Group

5.0
Jul 8, 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
Apr 12, 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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