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Client Service Associate at Wealth Enhancement Group - ApplyBlast

Client Service Associate

Wealth Enhancement Group

1 year ago

3.9 on Glassdoor

Queensbury, NY

Onsite

Full Time

Junior

0 applicants

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About this role

A Client Service Associate at Wealth Enhancement supports the relationship between clients and Financial Advisors within the firm’s Queensbury, NY office. The role contributes to the delivery of personalized financial planning and investment management as part of the company's team-based advisory model. The position sits within a national wealth management firm serving tens of thousands of households.

Skills

Qualifications

4-year Degree PreferredSeries 7Series 66Series 65Series 63

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.