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 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

Skills

• Securities licenses or financial planning designations are a plus, depending on the opportunity

Benefits

Not specified

Pay

Not specified

Schedule

Not specified

Location

• Chicago, IL
• Richmond, VA
• Elmhurst, IL
• West Palm Beach, FL
• Austin, TX
• Phoenix, AZ
• Atlanta, GA
• Omaha, NE