Career Opportunities

Want a career in Wealth Management? 

We provide training and advancement opportunities for the right candidates. We’re looking for a Client Service Associate to join our Financial Advisor team. This is a great entry level position for someone who wants to be in the wealth management industry and sees themselves as a Financial Advisor in the future.

As a Client Service Associate you will be working with high-net-worth clients and their Advisor.

The ideal candidate will:

  • Work closely with Advisor to respond to client questions or issues
  • Keep management systems up-to-date with client information
  • Help Advisor with the preparation of reports and other materials for client meetings
  • Answer Advisor phone calls, take meeting notes, and enter notes into client contact system.
  • Schedule and confirm client meetings
  • Collect client documentation for opening new accounts and service requests
  • Work with multiple client files and help organize and summarize data
  • Collect and input financial information for financial plans
  • Setup and update client files as needed
  • Help ensure a positive client experience


  • 3-4 years of client service experience
  • Must have a completed 4 year degree from an accredited university to be considered for this role
  • Experience working in Banking or Wealth Management industry preferred but not required, Must have transferrable skills if candidate is from a different industry.
  • Experience with Salesforce and Moneyguide is a plus but not essential
  • Proficient in Microsoft Office Suite - Excel, Word, Outlook, PowerPoint


  • Superior interpersonal skills
  • Must be a team player
  • Excellent verbal and written communication
  • Detailed oriented (nothing gets past you)
  • Strong mathematical and analytical skills
  • Natural curiosity and problem-solving skills
  • Effective organizational, multitasking, and prioritizing skills

If you are interested in this position please send a cover letter letting us know why you think you are a great fit for the position along with your resume to