Financial Advisor (Hybrid)

Job Description

This is not a specific open requisition, but an opportunity to join our talent marketplace and be considered for future positions with firms seeking strong operational, client service, and planning support talent.

Client Service & Relationship Management

• Serve as a key point of contact for client service requests and ongoing support
• Deliver a high-touch, responsive client experience
• Cook up and maintain workflows across CRM and operational systems
• 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 in 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 in 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

Interested Parties

We’d love to connect with professionals coming from:

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

Application Information

All applicants applying for U.S. job openings must be legally authorized to work in the United States and are required to have U.S. residency at the time of application.