Associate, Wealth Advisory

Collaborative Capital Advisors is an independent, fast-growing RIA providing sophisticated financial solutions and family office services to distinguished families and institutions. Founded and led by a partnership with clear growth ambitions, the firm is building for scale — expanding its client base, deepening its service offering, and investing in the people and infrastructure needed to serve ultra-high-net-worth clients at the highest level.

What truly sets CCA apart is our ecosystem; the firm is supported by an advisory board and a circle of accomplished, high-profile individuals from various corners of the financial world who lend their expertise, judgment, and relationships to CCA in a variety of ways. This network of distinguished backers strengthens everything from strategic direction and investment perspective to client introductions and access, giving our advisors and clients the benefit of insight and reach well beyond a firm of our size. We pride ourselves on translating that collective stature into a personalized, white-glove experience grounded in fiduciary responsibility and long-term value creation.

Responsibilities

• Prepare materials for senior advisors, including pre-meeting review packages, financial plan inputs, account data, and meeting agendas and outlines
• Own internal and client-facing post-meeting follow-through; document and track action items to completion
• Draft client-facing summaries for review by senior advisors
• Field routine client inquiries (e.g., account access, distribution requests, beneficiary updates, basic performance questions) and escalate as needed
• Serve as co-lead on select client relationships
• Manage the operational rhythm of the client calendar and schedule reviews
• Maintain overall CRM hygiene, including logging interactions, updating client profiles, and tagging follow-ups
• Submit service requests to custodians
• Serve as a critical bridge and liaison between the Advisory and Operations teams
• Work directly with the Operations Analyst on account administration (e.g., new account openings, asset transfers, beneficiary changes, re-registrations)
• Support the onboarding process for new clients by coordinating the handoff between the Advisory and Operations teams
• Coordinate with Operations on trade-related matters that touch the client experience
• Partner with Operations to ensure data integrity
• Assist the COO and Operations team during peak operational periods, such as quarterly reporting cycles, year-end tax document distribution, and annual compliance reviews

Requirements

• 3-6 years of client service, advisory support, or operations experience in a financial advisory or wealth management setting
• Exceptional attention to detail and organizational skills
• Strong written and verbal communication
• High integrity, discretion, and a client-first mindset
• Proficiency with Microsoft Office
• Experience with custodial platforms (e.g., Schwab Advisor Center)
• Familiarity with CRM or reporting tools (e.g., Wealthbox, Addepar)
• Bachelor’s degree in business, finance, or related field; CFP, CFA, or advanced degree preferred
• Interest in financial planning or investment management concepts
• Comfort with in-office setting (4 days in office, 1 day remote)

Who Will Thrive Here

• Client-service professionals who value precision, responsiveness, and high-quality work
• Individuals who enjoy being central to a firm’s advisory workflow and client experience
• Those who excel in small-team, high-standards environments
• Candidates who take ownership, think proactively, and coordinate seamlessly across teams

Pay

Base Salary Range: $100k–$125k (commensurate with experience). Performance-based annual bonus tied to individual and team performance.

Benefits

• Comprehensive health, dental, and vision insurance
• Retirement plan
• Professional development and continuing education support
• Flexible work arrangements and paid time off