We are a successful wealth management firm focused on helping clients navigate complexities in life—financial or otherwise. We offer wealth management and financial planning services to a select group of clients in the high-net-worth space, with an emphasis on providing excellent service and having deep client relationships. We are growing and hope to find our next hire for Wealth Management Operations.

In this role, you will enjoy working closely with others who share the common goal of doing anything and everything you can to support our advisors and our clients. The ideal candidate will have a year or more of experience in wealth management. We are open to candidates from other backgrounds that have skills and experience that align. In addition to your service mindset, the main attributes you bring are a strong work ethic, high level of integrity, high regard for confidentiality and an incredible ability to be resourceful.

Responsibilities will include:

• Act as a primary point of contact for clients, outside advisors (CPAs/attorneys), and custodian (Charles Schwab)
• Participate in client meetings, manage agenda, record notes, prepare summary emails, and manage post-meeting action items
• Utilize financial planning tools to analyze and assist in making recommendations regarding clients’ cash flow, long-term plan, and asset allocation
• Coordinate, manage and delegate workflow; handle overflow money movement requests, distributions, journals, trades, and asset transfers
• Gather, organize, and input client data into our financial planning software
• Manage data integrity and ensure that records are kept current
• Oversee the preparation and processing of all documentation related to client onboarding, implementation, and ongoing maintenance, review documentation
• Schedule Client Reviews
• Oversee annual tax reporting and completion of relevant tax documentation with CPAs
• Oversee Social Media and Client Newsletters

We are looking for a candidate who has:

• A Bachelor's degree is highly preferred
• 5+ years of progressively responsible experience, preferably in the wealth management industry
• Industry licenses and/or CFP designation, or desire to obtain
• The ability to be a self-starter, critical thinker, problem-solver, and goal-oriented team player
• Excellent communication (written and verbal), relationship building, and organizational skills
• Demonstrated ability to multi-task, delegate, and manage a busy workload
• Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with CRM, MoneyGuidePro, and/or Tamarac is a plus

What we offer:

• Competitive salary plus annual bonus
• $500 per month towards Medical Expenses
• 401(k) with 100% company match up to 4% of your annual pay
• Free parking
• Ongoing career development, including 100% training/certification/licensing reimbursement
• Free snacks and beverages
• Generous PTO and paid holidays