Cash Flow, Communication Skills, Consulting, Customer Relations, Customer Relationship Management (CRM), Financial Planning, Healthcare, High Net Worth, Insurance, Interpersonal Skills, Leadership, Organizational Skills, Plan Meetings, Presentation/Verbal Skills, Professional Services, Relationship Management, Revenue Sharing, Sales, Sales Management, Time Management, Writing Skills
Who We’re Looking For
This role is ideal for professionals with 10+ years of experience in client-facing or leadership environments who are ready to pivot into wealth advisory work.
- Common backgrounds include, but are not limited to:
- Healthcare or therapy professionals
- Educators or administrators
- Professional services or consulting
- Sales or relationship management roles
- Mid-level leaders seeking a long-term advisory career
- We are looking for individuals who:
- Excel in high-touch client relationships
- Communicate clearly and professionally
- Take ownership of outcomes
- Are intellectually curious and coachable
- Are committed to continuous learning outside of working hours
Core Competencies We Value
- Interpersonal effectiveness and trust-building
- Strong written and verbal communication
- Critical thinking and adaptability
- Personal accountability and self-awareness
What We Provide
- Explicit career path toward becoming a Wealth Advisor
- Accelerated development timeline compared to traditional routes
- Hands-on client exposure early in your tenure
- Firm-sponsored education and training
- Revenue sharing upside as you progress
- Compensation increases as you progress into advanced roles
- Revenue participation aligned with advisor roles over time
The Developmental Path (High Level)
- Client Operations Administrator (6 months)
- Execute administrative/document preparation requests from advisory teams in a timely manner to meet client expectations.
- Management of client accounts and households through internal reporting system.
- Send documents to clients and follow up as needed.
- Ensure compliance policies are being completed, including the sourcing of supporting documents.
- Client Coordinator (12 months)
- Coordinate client meetings through scheduling, preparation and recording of notes.
- Respond to client requests in a timely manner, tracking interactions in CRM.
- Communicate timing expectations with clients for all deliverables/follow ups.
- Support Advisors in maintaining communication with prospects and existing clients.
- Lead weekly Advisor check-in meetings..
- Financial Planner (18-24 months)
- Work alongside advisory team and third-party professionals to deliver comprehensive financial planning, including in-depth reviews of cash flow planning, insurance policies and/or estate documents.
- Provide advisory team with updates on current financial planning news and changes.
- Develop comprehensive financial plans for high net worth clients, utilizing proficiency with eMoney.