Client Associate (Wealth Management)

Four or more years of client service experience in wealth management or financial services is preferred.

Platform experience matters less than a strong grasp of the fundamentals:

• Account types and structures (individual, joint, IRA, trust, and similar)
• Account opening, onboarding, and KYC processes
• Risk tolerance frameworks and money movement workflows
• Confident, professional phone communication with clients
• Polished written communication: the ability to draft a client email or meeting recap that is clear, warm, and accurate on the first pass

Custodial platform experience (Schwab, Fidelity, or equivalent) is a plus, not a requirement.

Wirehouse and broker-dealer backgrounds translate well.

A Series 65 or 66 is a plus but not required.

Beyond technical knowledge, we are looking for someone who is organized, proactive, and client-first.

The ideal candidate takes ownership, communicates without being prompted, and takes pride in getting the details right.

We recognize that exceptional talent does not always fit into a traditional 8:00 AM – 5:00 PM structure.

This role is intentionally designed with flexibility and sustainability in mind.

We are open to discussing schedules depending on candidate preference, experience level, and long-term fit.

Our goal is to create a mutually beneficial structure that allows team members to perform at a high level while maintaining balance and flexibility in their personal lives.

• Medical, dental, and vision insurance for employees working 30 or more hours per week
• Group life and group disability insurance for employees working 30 or more hours per week
• 401(k) with 3% safe harbor contribution, available to all employees regardless of hours worked
• Prorated paid time off

• Boutique, independently owned RIA with a strong, established client base
• Work directly alongside an experienced advisor in a high-trust environment
• Flexible scheduling built around outcomes
• Small-team culture where your contributions are visible and valued