Financial Advisor (Hybrid)

Job Description

Client Operations & Financial Planning Associate

Wealth Management / Financial Services

We’re actively building relationships with experienced professionals in wealth management, client operations, and financial planning support for upcoming opportunities within our advisor network. These roles are ideal for individuals who thrive in fast-paced, client-focused environments and enjoy being the operational backbone of a growing practice.

What These Roles Typically Involve

• Serve as a key point of contact for client service requests and ongoing support
• Deliver a high-touch, responsive client experience
• Cook up client communications and ensure timely follow-through on requests
• Maintain accurate client records, account details, and documentation
• Support advisors and internal teams with day-to-day client needs
• Execute and maintain workflows across CRM and operational systems
• Manage multiple priorities while ensuring tasks are completed accurately and on time
• Maintain CRM integrity and organized operational records
• Aid with process improvements and operational efficiency initiatives
• Support document management, reporting, and administrative coordination
• Update and maintain client financial information within planning software
• Organize client documents including tax returns, statements, and planning materials
• Prepare data and materials to support financial plan development and client reviews
• Identify missing information and proactively resolve data gaps
• Help ensure planning information remains accurate and up to date
• Coordinate scheduling and logistics for client meetings and reviews
• Prepare agendas, meeting materials, and follow-up action items
• Aid with account maintenance, cash management requests, and operational tracking
• Monitor outstanding tasks and ensure timely completion

Qualifications

• Interest and/or experience in wealth management, financial services, client operations, or practice management
• Experience working with CRM systems and financial planning platforms
• Strong organizational skills with exceptional attention to detail
• Excellent communication and relationship-management abilities
• Process-oriented mindset with strong follow-through and accountability
• Ability to manage multiple priorities in a client-facing environment
• Social Security licenses or financial planning designations are a plus, depending on the opportunity

Preferred Background

• Registered Investment Advisors (RIAs)
• Financial planning practices
• Private banking or client service environments
• Advisor support or operations teams

Benefits

Opportunities may range from operational and client service support roles to advisor-track and planning-focused positions.

Pay

Compensation will vary based on experience and qualifications.

Schedule

Flexible schedule to accommodate client needs.

Benefits

Health insurance, retirement plans, and other benefits will be determined based on the specific opportunity and location.