Full Job Description
InReach Wealth Advisors is seeking an experienced Senior Wealth Management Associate to own client-service and implementation workflows from initial request through verified completion. This is a licensed, client-facing role responsible for accurate execution, proactive communication, and dependable follow-through for high-net-worth and ultra-high-net-worth client relationships. The right candidate will master the operational and investment workflows of a sophisticated wealth management practice and ensure that no client commitment is lost, delayed, or closed without confirmation of the intended outcome.
Responsibilities
$46
Qualifications
• SIE, Series 7, and Series 66, or Series 63 and 65, required.
• CFP Required.
• Ten or more years of wealth management, brokerage, RIA, or related financial-services experience.
• Experience supporting high-net-worth or ultra-high-net-worth client relationships.
• Strong understanding of account servicing, trading, portfolio reporting, and investment workflows.
• Exceptional organization, written and verbal communication, attention to detail, discretion, and follow-through.
• Proficiency with Microsoft Excel, Outlook, and CRM systems.
• Salesforce, Thomson, and FPQP experience preferred.
