Senior Client Associate - Wealth Management

Sanctuary Wealth
Jersey City, NJ
Category Finance
Job Description
The Senior Client Associate will provide end-to-end operational and client service support to the advisory team, with a focus on delivering highly personalized financial guidance to high-net-worth clients.

Requirements

  • Several years of experience (3–8+) in wealth management, RIA, or financial services
  • Experience as a Client Associate, Senior Client Associate, or similar role
  • Registration preferred (Series 7/63 or 66)
  • Deep familiarity with custodial platforms (Schwab strongly preferred)
  • Highly organized, detail-oriented, and proactive
  • Comfortable working independently
  • Confident but collaborative communication style
  • Someone who wants to own this role long-term, not transition into an advisor track

Benefits

  • Full benefits package including health insurance and 401(k)
  • In-office role (4 days per week); Friday remote flexibility available after training period is complete
  • Stable, consistent schedule with a high degree of trust and autonomy
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