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© All Rights Reserved. ApplyBlast.com
Wealth Enhancement Group
A Client Service Associate at Wealth Enhancement provides personalized support to help clients achieve their financial goals while supporting key operational functions of the advisory team. The role involves managing new client onboarding, maintaining CRM databases, preparing account transactions, and collaborating with clients' tax or legal counsel. This position also includes mentoring junior associates and ensuring the office environment remains welcoming and organized.
Headquarters
Plymouth, Minnesota, United States
Company Size
501-1000 employees
Founded
1997
Wealth Enhancement Group is a comprehensive wealth management firm offering investment management, financial planning, tax strategies, and estate planning for individuals and businesses. They provide private client services, trust services, and specialized solutions such as retirement planning and business owner consulting, all delivered through a team-based approach.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Wealth Enhancement Group.
7% below the average for this role
Advisory M&A News – 12/17/2025
Dec 17, 2025
