Client Services Associate: Path to Financial Advisor

Wealth Enhancement; Parsippany-Troy Hills (NJ); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Training and professional development

Medical, dental and vision coverage

401k with match

Job summary

Wealth Enhancement is seeking a Sr Client Service Associate for our Parsippany, NJ office. This on-site role offers a clear career path from Senior Client Service Associate to Associate Financial Advisor, with mentorship and structured development, including sponsorship for the CFP certification.

Base compensation is $60,000 to $70,000 with annual bonus eligibility. The role emphasizes client onboarding, relationship management, and collaboration with advisors to deliver personalized financial

Qualifications

• Bachelor’s degree required
• 2+ years financial industry experience preferred
• FINRA Series 7 & 66, NJ Life & Health license or ability to obtain within 90 days
• Strong communication skills

Responsibilities

• Onboard new clients with accurate paperwork
• Manage client relationships and transactions
• Support advisor team operations and project improvements
• Maintain CRM records and coordinate with tax/legal professionals

Skills

Strong communication skills

Education

Bachelor’s degree

FINRA Series 7 & 66, NJ Life & Health license or ability to obtain within 90 days

Job description

Wealth Enhancement is seeking a Sr Client Service Associate for our Parsippany, NJ office. This on-site role offers a clear career path from Senior Client Service Associate to Associate Financial Advisor, with mentorship and structured development, including sponsorship for the CFP certification.

Base compensation is $60,000 to $70,000 with annual bonus eligibility. The role emphasizes client onboarding, relationship management, and collaboration with advisors to deliver personalized financial