Client Services to Financial Advisor Track (CFP‑Ready)

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

Benefits offered by this job

Health insurance

401k with match

PTO

Job summary

Wealth Enhancement Group in Parsippany, NJ is seeking a Sr Client Service Associate to grow into advisory roles. This on-site role supports advisors, manages onboarding, client relationships, and operations, with structured development leading toward an Associate Financial Advisor and beyond.

The company offers mentorship, sponsorship for the CFP certification, and a compensation path with a starting base salary of $60,000 to $70,000 plus annual bonus eligibility.

Qualifications

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

Responsibilities

• New Client Onboarding: complete prospect and new-client paperwork; track funds transfers; maintain CRM records; resolve issues with brokers/dealers and vendors; record assets.

Skills

Client service

Communication

Financial industry experience

Education

Bachelor's degree

Job description

Wealth Enhancement Group in Parsippany, NJ is seeking a Sr Client Service Associate to grow into advisory roles. This on-site role supports advisors, manages onboarding, client relationships, and operations, with structured development leading toward an Associate Financial Advisor and beyond.

The company offers mentorship, sponsorship for the CFP certification, and a compensation path with a starting base salary of $60,000 to $70,000 plus annual bonus eligibility.