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Wealth Enhancement Group, LLC

Wealth Client Onboarding & Relations Manager

visalia, CA

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About this opportunity

Wealth Enhancement Group, LLC lists this Wealth Client Onboarding & Relations Manager opportunity in visalia, California. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Wealth Enhancement Group seeks a Client Service Manager to onboard and service high-net-worth clients from our Oakwood, CA office. The role focuses on onboarding, client relationships, and coordinating across advisor and custodial teams.

It requires a professional, client-focused approach and compliance with regulatory standards. The position offers a base salary range of $100,000 to $110,000 plus bonuses and comprehensive benefits, with eligibility for an annual team bonus.

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