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© All Rights Reserved. ApplyBlast.com
Wealth Enhancement Group
Wealth Enhancement is seeking a highly motivated Sr Client Service Associate to serve as a key liaison between clients, advisors, and internal/external partners in their Falls Church, VA office. This on-site role ensures a smooth, high-quality client experience by managing new account onboarding, account maintenance, and document management while supporting daily office operations. The position blends high-touch client service with strong operational execution to help clients craft their financial future.
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.
4% below the average for this role
Advisory M&A News – 12/17/2025
Dec 17, 2025
