Job Description
Job Description
We are looking for a service-oriented Junior Wealth Management Advisor to join our team. This role is focused on providing exceptional support to our clients and advisor by ensuring a seamless client experience in all aspects of wealth management and financial planning.
Key Responsibilities:
- Act as a first point of contact for clients, addressing routine questions and directing more complex inquiries to the advisor.
- Assist clients with account requests such as deposits, withdrawals, beneficiary updates, and online portal support.
- Prepare and distribute meeting materials, performance reports, and follow-up communications to clients.
- Support client onboarding by coordinating paperwork, account setup, and ensuring a smooth transition process.
- Maintain accurate client records and documentation in CRM and broker/dealer systems.
- Coordinate with broker-dealers and internal operations teams to resolve client service issues efficiently.
- Ensure compliance standards are met in all client interactions and documentation.
Qualifications:
- Bachelor’s degree in finance, business, or related field preferred (or equivalent client service experience).
- Prior professional experience working in the finance industry (preferred, not required)
- Strong communication and interpersonal skills with a client-first mindset.
- Highly organized with the ability to manage multiple client requests simultaneously.
- Proficiency in Microsoft Office Suite and comfort learning financial platforms and portals.
- Interest in financial planning and wealth management as a long-term career path; pursuit of industry certifications (e.g., Series 65, CFP®) is a plus.
- Direct client service experience in a professional advisory environment.
Company DescriptionWe value the ability to create lasting and personal connections with our clients. As financial advisors and accountants, we get the privilege to work closely with people and understand their hopes, dreams, goals, and even their anxieties. It is a humbling experience for people to put their trust in us, and it is what compels us to do our absolute best for our clients every day.
Our Mission:
Our firm is committed to providing financial guidance and tax planning to our clients so that they are in the best position to achieve their financial goals. We will provide advice that is in the best interest of our clients.
We will work to help our clients be able to achieve balance in their financial lives, and we hope to create a long-term relationship with each person we work with.
Company Description
We value the ability to create lasting and personal connections with our clients. As financial advisors and accountants, we get the privilege to work closely with people and understand their hopes, dreams, goals, and even their anxieties. It is a humbling experience for people to put their trust in us, and it is what compels us to do our absolute best for our clients every day.\r\n\r\nOur Mission: \r\n\r\nOur firm is committed to providing financial guidance and tax planning to our clients so that they are in the best position to achieve their financial goals. We will provide advice that is in the best interest of our clients.\r\n\r\nWe will work to help our clients be able to achieve balance in their financial lives, and we hope to create a long-term relationship with each person we work with.