Job Summary

• The Client Associate / Senior Client Associate will deliver comprehensive operational support and serve as a trusted resource for clients and an experienced eight-person Wealth Advisor Team managing over $2b AUM.
• Enhances the client experience by assisting with the service, maintenance, and growth of the team’s high-net-worth client base.
• The role offers an opportunity to significantly contribute to the team’s success and client satisfaction.

Matching Summary

Salary

Base: $80,000-$100,000; Bonus/Equity: Discretionary bonus eligible; Benefits: Comprehensive package including PTO, medical/dental/vision, retirement, life insurance

Skills & Requirements

Key Requirements

• 3+ years of financial services experience
• Undergraduate degree required
• SIE, Series 7, and Series 66 licenses required
• Proficiency with Microsoft Office
• Prior CRM experience preferred

Work Rights