As part of our continued growth, we are addressing a capacity gap across client relationships in the 1 million to 5 million range. This role is critical to ensure these clients receive dedicated advisory support while positioning relationships for long term continuity and transition.
What You'll Do Client Relationship Management- Serve as both lead and co-lead advisor supporting client relationships in the $1M-$5M segment
- Deliver integrated investment and financial planning recommendations
- Build strong client relationships through proactive communication and high touch service
Financial Planning & Investment Support- Develop and maintain financial plans using eMoney
- Support portfolio oversight, asset allocation, and implementation of investment strategies
- Partner with senior advisors on complex planning and investment decisions
Client Experience- Coordinate client meeting preparation, including agendas, materials, and follow-ups
- Ensure timely execution of client requests, account maintenance, and CRM documentation
- Collaborate with paraplanning and operations teams to deliver a seamless experience
Relationship Growth - Identify opportunities to deepen client relationships
- Contribute to team-based client retention and growth efforts
What You'll Bring - Bachelor's degree in business, finance, financial planning, or a related field
- 3-5 years of meaningful client facing experience in wealth management, advisory, or paraplanning roles
- CFP designation or active progress toward completion strongly preferred
- Active Series 7 and Series 66 licenses or equivalent
- Strong financial planning expertise with the ability to translate complexity into clear client guidance
- Service oriented mindset with a passion for delivering a high-quality client experience
- Demonstrated ability to collaborate effectively within a team environment
- Excellent communication, presentation, and organizational skills
- High level of professionalism, integrity, and client first orientation
What We Offer - Medical, dental, and vision insurance effective day one
- Paid parental leave 16 weeks for primary caregiver and 8 weeks for secondary caregiver
- HSA employer contributions
