Sr Client Service Associate

Wealth Enhancement is an independent wealth management firm seeking a Sr Client Service Associate to support advisors and advance to a Financial Advisor role. The role involves client onboarding, relationship management, and operational support. The company offers a structured path for growth, full sponsorship for the CFP certification, and significant compensation increases based on performance and progression.

Requirements

• Bachelor's degree
• 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

Benefits

• Medical, dental and vision coverage (Available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)