Technical skills
Data analysis
Tools
CRM
Methods
Revenue operations
Role signals
FinanceAccounting
About this role
- Manage and grow a mixed book of business, including both inherited and self-sourced client relationships.
- Support lead advisors in preparing for and conducting client meetings, including portfolio reviews and planning analysis.
- Develop financial plans, including retirement projections, cash flow analysis, and benefits comparisons.
- Manage client account paperwork, onboarding, and ongoing service requests.
- Maintain CRM and portfolio management systems with accurate client information.
Requirements
- Bachelor's degree in Finance, Economics, Accounting, or a related field.
- 1-3 years of experience in financial services, wealth management, or a related field preferred; strong candidates without direct experience will be considered.
- Progress toward or willingness to pursue CFP® certification.
- Proficiency in Microsoft Excel and Word; comfort learning planning and portfolio management software.
- Strong written and verbal communication skills.
- Preferred (Not Required)
- CFP® certification or active progress toward it.
- SIE, Series 7 & 66, certification or active progress toward it.
Benefits
- Comprehensive health, dental, life, and short and long term disability insurance.
- 401(k) with company match.
- Generous paid time off.
- Full support for CFP® coursework, exam fees, and licensing, including the SIE, Series 7, and Series 66.
- Direct mentorship from senior advisors, with a clear path to expanded client responsibility.
- Competitive base salary plus performance based incentive compensation.
- A small, collaborative firm environment with direct access to leadership and a real seat at the table.