More jobs:
Client Service & Onboarding Lead
Job in
Denver, Denver County, Colorado, 80285, USA
Listed on 2026-06-17
Listing for:
Wealth Enhancement Group, LLC
Full Time
position Listed on 2026-06-17
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
Wealth Enhancement Group, LLC is seeking a Client Service Manager for their Cherry Creek office in Denver, CO. This hybrid role will support a dedicated group of advisors and involve direct client engagement to meet their financial objectives.
The successful candidate will have a bachelor's degree and 3–5 years of industry experience. Responsibilities include onboarding new clients, engaging in financial planning, and preparing client review materials.
Benefits include comprehensive insurance options, wellness programs, and paid time off. Salary ranges from $70,000 to $85,000.
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