Senior Client Associate - Wealth Management at Sanctuary Wealth Group LLC - FTE – Paramus, New Jersey

Questar Capital

Full-Time

Onsite (5 days/week)

Paramus, NJ

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.

Position Overview - 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.

Client Service & Relationship Management

• 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

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

• 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

• 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

• 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