Make an impact. Build your career. Love what you do.
Are you ready to step into a role where details matter, relationships thrive, and your work shapes the future? Our client is searching for a driven Client Service & Planning Associate to join a rapidly growing wealth management firm. If you thrive on precision, people, and performance—this could be your next big move.
Be the trusted partner: Own client relationships and keep everything running seamlessly
Turn strategy into reality: Build and refine financial plans that truly change lives
Stay ahead of the curve: Research investments and insurance products that set clients up for long-term success
Make advisors shine: Create reports, portfolio reviews, and meeting materials that impress
Keep the engine running: Tackle daily operations and client transactions with speed and accuracy
3+ years of experience in financial services (bonus points for securities expertise)
Tech-savvy, hyper-organized, and detail-obsessed
A natural communicator and proactive problem-solver
Bachelor’s degree in business, finance, or related field
Extra credit if you’re pursuing CFP®, CFA, CLU, ChFC, CLTC, or AIF
This isn’t your typical financial firm. Here’s what sets it apart:
Real growth: A career path with genuine advancement opportunities
Smart, supportive teammates: Work with driven professionals who have your back
Meaningful impact: See your work directly shape clients’ financial futures
Culture that wins: A team that values growth, excellence, and people—not just numbers
If you’re ambitious, client-focused, and hungry to grow with a firm on the rise—this is your chance. Don’t just take another job. Take the role that takes you further.
If you are interested in this or future opportunities in your area, please send a Word-Formatted resume to us and we will contact you when opportunities arise that match your geography and experience. All inquiries are kept confidential, and your information will not be shared without your prior approval.
All qualified applicants will receive consideration for employment without regard to the individual's race, color, sex, national origin, religion, age, disability, genetic information, status as a military veteran or any other characteristic protected by applicable law.