Our client is a holistic wealth management firm, providing a top-notch experience to their valued clients. Their mission is to help people define, build, and enjoy prosperous lives. The team is recognized by Barron's and Forbes as one of the top wealth management firms in the country, managing over $1.5 billion for clients nationally.

The Role

As a Client Service Associate/Leadership Support, you will work alongside a Private Wealth Advisor managing all aspects of clients' financial plans. You will develop and use knowledge in risk, investments and planning to help analyze current situations; and work to develop and process solutions specific to the needs and goals of clients. Detail orientation and ability to stay organized are a must to facilitate tasking and new business opportunities. You will also have responsibility to directly support local leadership initiatives including calendar management, project management, and facilitation of local marketing/events as needed to support firm-wide

strategic initiatives.

Responsibilities of the role

• Direct calendar management and administrative organizational management of Private Wealth Advisor/Leadership member's daily scheduling/needs.
• Assist and work alongside a Private Wealth Advisor in all aspects of client relationship management, including client/ household scheduling, servicing, and ensuring client information is correct and consistent.
• Ownership of organization and outreach for prospective clients.
• Complete periodic internal reviews of managed households/ clients; working to identify areas of opportunity and data inconsistencies to review with Private Wealth Advisor.
• When available or requested - attend client meetings to support the Private Wealth Advisors and to capture meeting notes and action items.
• Owner of all follow-up and action items that arise during client interactions, including servicing items and new business opportunities.
• Develop necessary skills in utilizing proprietary software to edit/create financial plans, run risk ledgers, capital market research tools, and make appropriate adjustments as needed based on recommendations of the Private Wealth Advisor.
• Develop an understanding of product selection including risk and investments.
• Participation in weekly, monthly, and quarterly meetings to share and develop skills and best practices.

Qualifications

• 1-3+ years in financial services preferred, with a background in financial planning.
• Bachelor's Degree required (or equivalent secondary education).
• FINRA SIE, Series 6, and Series 63 licenses preferred (willingness to obtain within first 90 days of employment).
• Local Life and Health Insurance licenses required (or earned within first 30 days of employment).

Compensation & Benefits

• Pay $55,000-$70,000 (contingent on industry experience) + quarterly bonuses
• Paid for industry licensing (to include study time and exam course material)
• PTO, holiday time off, birthday day off
• Medical, dental and vision coverage, long-term and short-term disability, 401k employer match