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Sanctuary Wealth Group, LLC
Senior Client Associate - Wealth ManagementSanctuary Wealth Group, LLC • Paramus, NJ, United States
Senior Client Associate - Wealth Management

Senior Client Associate - Wealth Management

Sanctuary Wealth Group, LLC • Paramus, NJ, United States
30+ days ago
Job type
  • Full-time
Job description

Senior Client Associate

Questar Capital is a client-focused wealth management firm dedicated to delivering personalized financial planning and investment solutions. The team partners closely with high-net-worth individuals and families to provide thoughtful, proactive guidance across all aspects of their financial lives. As the firm continues to grow this role will play a critical part in supporting both the client experience and the advisory team.

We are seeking a Senior Client Associate to join our team in a highly visible, relationship-driven role. This individual will support day-to-day client service operations, ensuring a seamless and high-touch client experience. This position is ideal for someone who thrives in a fast-paced, client-centric environment and is comfortable working independently while taking ownership of key responsibilities.

Key Responsibilities

  • Serve as a primary point of contact for client inquiries and ongoing service needs
  • Build and maintain relationships with high-net-worth clients and next-generation family members
  • Proactively engage clients through outreach, follow-ups, and ongoing communication
  • Support portfolio reviews and client meeting preparation
  • Help onboard new clients and ensure a smooth transition into the firm

Operational & Administrative Support

  • Manage RMD notifications and distribution tracking
  • Coordinate year-end client reminders and tax-related communications
  • Assist with 1099 follow-ups during tax season
  • Support the lead advisor with ongoing operational and administrative tasks

Requirements

Qualifications

Required:

  • 3+ years of experience in financial services
  • Active Series 7 license
  • Series 63, 65, or 66 license
  • Ability to work independently with minimal oversight
  • Strong organizational skills and attention to detail

Preferred:

  • Experience working with high-net-worth clients ($1M+ net worth)
  • Familiarity with Schwab or independent advisory platforms

What We're Looking For

  • A proactive, self-starter who takes ownership of their work
  • Strong interpersonal skills with a natural ability to build trust with clients
  • Someone who is detail-oriented yet able to see the bigger picture
  • A team player who thrives in a collaborative, high-performing environment

Compensation & Benefits

  • Base Salary: $90,000 $115,000 (flexible for exceptional candidates)
  • Comprehensive benefits package including:
    • Health insurance
    • 401(k) with employer match
    • Profit sharing
    • Paid time off

    Schedule & Work Environment

    • Full-time, onsite (5 days per week)
    • Flexible start times (typically 8:00 AM 4:00 PM or 9:00 AM 5:00 PM)
    • Reports directly to the lead advisor
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Senior Client Associate - Wealth Management • Paramus, NJ, United States

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