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Client Service Associate at Wealth Enhancement Group - ApplyBlast

Client Service Associate

Wealth Enhancement Group

9 months ago

3.9 on Glassdoor

Deer Park, NY

Onsite

Full Time

Medior

0 applicants

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About this role

A Client Service Associate at Wealth Enhancement is a member of the firm's High-Net-Worth advisory team based in Deer Park, NY. The role sits within the client services function and contributes to delivering Wealth Enhancement's personalized financial planning and investment management to the firm's clients. This position operates inside a nationwide wealth management firm that uses team-based Roundtable and UniFi processes.

Skills

Qualifications

Bachelor's DegreeFINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65

About Wealth Enhancement Group

wealthenhancement.com

Headquarters

Plymouth, Minnesota, United States

Company Size

501-1000 employees

Founded

1997

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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.