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© All Rights Reserved. ApplyBlast.com
Wealth Enhancement Group
A Senior Client Service Associate at Wealth Enhancement acts as the liaison between clients and Financial Advisors, ensuring smooth office operations through personalized financial planning support. The role involves managing client communications, preparing meeting materials, processing account transactions, and maintaining CRM records within a large network of offices. This individual is essential for delivering exceptional service and enabling advisors to focus on client relationships.
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
