Client Service Associate
Wealth Enhancement Group
About this role
The Client Service Associate supports an Advisor Team at Wealth Enhancement, helping deliver a high-quality client experience for the firm’s wealth management clients. This entry-level, on-site role is based in Arden Hills, MN and is suitable for new graduates or candidates with 1–3 years of related experience. The position contributes to the firm’s personalized financial planning and client service operations within a team-based advisory model.
Skills
Qualifications
About Wealth Enhancement Group
wealthenhancement.comN/A
Recent company news
Barron'sJeff Dekko: Wealth Enhancement Group’s Path to $1 Trillion
Sep 5, 2025
Citywire$119bn Wealth Enhancement moves brokerage biz in-house using Fidelity’s NFS
Oct 23, 2025
Wealth Solutions ReportDeals & Recruiting Roundup: Janus, Steward, Wealth Enhancement And More
Dec 30, 2025
planadviserAdvisory M&A News – 12/17/2025
Dec 17, 2025
The Business JournalsFounder sells L.M. Kohn, one of Cincinnati’s largest investment advisory firms
Dec 12, 2025
About Wealth Enhancement Group
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Wealth Enhancement Group.
Salary
$50k – $60k
per year