Client Services Pro to Financial Advisor Track (CFP)

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

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

HSA contributions

Life insurance

Disability insurance

401k with match

Paid time off

Paid holidays

Parental leave

Tuition reimbursement

Job summary

Wealth Enhancement Group, LLC is seeking a Sr Client Service Associate for our Parsippany, NJ office. This on-site role is designed for an early-career financial professional who can grow from Senior Client Service Associate to Associate Financial Advisor through a clear, structured path.

You will begin by mastering client experience and operations, then progressively take on deeper planning responsibilities, client relationships, and advisory work, with mentorship and resources to support your

Qualifications

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

Responsibilities

• New Client Onboarding: Ensure accurate completion of prospect and new-client paperwork.
• Track and follow up on funds transfers.
• Maintain CRM records and client files.
• Research and resolve issues with the Broker/Dealer, operations teams, and vendors.
• Record incoming assets in the blotter.
• Engage with clients to understand their personal and financial needs.
• Prepare account transactions, trades, deposits, withdrawals, and RMDs.
• Complete follow-up items after client reviews.
• Coordinate with clients’ tax or legal professionals when needed.
• Assist in streamlining advisor team operations and process improvements.

Skills

Communication skills

Financial services experience

CRM proficiency

Education

Bachelor’s degree

Job description

Wealth Enhancement Group, LLC is seeking a Sr Client Service Associate for our Parsippany, NJ office. This on-site role is designed for an early-career financial professional who can grow from Senior Client Service Associate to Associate Financial Advisor through a clear, structured path.

You will begin by mastering client experience and operations, then progressively take on deeper planning responsibilities, client relationships, and advisory work, with mentorship and resources to support your