Sr Client Service Associate

Job description

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com . Our Parsippany, NJ office is looking for a Sr Client Service Associate who is ready to do more than support advisors — someone who wants to become one. This role is designed for an early‑career financial professional who wants a clear, structured path to grow from Senior Client Service Associate → Client Service Manager → Associate Financial Advisor → Financial Advisor. You’ll begin by mastering the client experience and operational foundation of our practice, then progres...