Launch Your Career in Wealth Management
We're seeking a motivated, detail-oriented Client Service Associate who wants to build a long-term career in financial services while learning directly from an experienced Senior Financial Advisor.
This opportunity provides hands-on exposure to financial planning, investment management, client relationship building, business development, and practice management while making a meaningful impact on clients' financial lives.
What You'll Do
- Deliver exceptional service to existing clients through proactive communication and follow-up
- Coordinate client meetings and prepare financial planning presentations
- Assist with account servicing, paperwork, and operational tasks
- Manage client review schedules and outreach initiatives
- Support marketing campaigns, seminars, social media, and client appreciation events
- Maintain CRM records and help ensure an exceptional client experience
- Strengthen client relationships and identify referral opportunities
- Collaborate on projects that help grow the practice
What We're Looking For
- Strong communication and interpersonal skills
- Highly organized with exceptional attention to detail
- Professional, positive, and client-focused attitude
- Self-motivated with a strong work ethic
- Comfortable learning new technology and systems
- Ability to manage multiple priorities in a fast-paced environment
- Bachelor's degree preferred; relevant experience will be considered
Professional Development
As part of your career growth, you'll be expected to obtain the appropriate securities and insurance licenses. We'll provide training, mentorship, study resources, and cover licensing exam costs to help you succeed.
Compensation & Benefits
- Competitive base salary
- Performance-based bonus
- Commission opportunities
- Company-paid licensing and exam costs
- Ongoing mentorship and professional development
- Long-term career growth potential
Why Join Us?
You'll work side-by-side with an experienced Senior Financial Advisor, gaining mentorship and real-world experience in:
- Financial planning fundamentals
- Investment and retirement planning
- Client relationship management
- Business development
- Marketing and branding
- Wealth management practice operations
If you're hungry to learn, committed to excellence, and excited about building a meaningful career in wealth management, we'd love to hear from you.
Apply today and take the first step toward becoming a licensed financial professional.
