Wealth Advisor Jobs

About The Position

Requirements

• 0–2 years of experience (or internships) in financial services, client service, or related fields
• Series 7 license not required at hire; willingness to obtain preferred
• Strong interest in delivering high-quality service in a client-facing role
• Basic understanding of financial products or willingness to learn
• Developing problem-solving skills with ability to follow defined processes and seek guidance when needed
• Strong verbal and written communication skills with a focus on clarity and professionalism
• Ability to manage multiple tasks with attention to detail in a fast-paced environment
• Comfort working in structured, regulated environments with defined processes
• Familiarity with technology platforms; prior CRM experience is a plus but not required
• Ability to work effectively as part of a team and learn from peers and leaders
• Strong organizational skills and commitment to accuracy and documentation
• Demonstrated willingness to learn new systems, products, and workflows
• Client-focused mindset with a professional and positive attitude
• Bachelor’s degree required or equivalent relevant experience

Nice To Haves

• Internship or entry-level exposure to financial services or client support environments
• Familiarity with omni-channel service models (phone, email, chat, digital portals)
• Interest in learning case management or workflow tools
• Demonstrated curiosity and interest in continuous improvement and client experience

Responsibilities

• Serve as a front-line support resource for RIA partners, handling inbound inquiries via phone, email, and digital channels with guidance as needed
• Deliver accurate and timely responses with oversight where appropriate to client requests, including account servicing and general inquiries
• Assist with financial transactions and service requests across asset classes (e.g., equities, mutual funds, fixed income, cash movements), ensuring accuracy and compliance under supervision
• Escalate more complex issues appropriately, partnering with senior team members and specialized teams as needed
• Provide clear and professional communication to clients, focusing on clarity and learning best practices
• Support onboarding, account maintenance, and documentation workflows in alignment with regulatory and operational requirements
• Use Salesforce Service Cloud (and related tools) to log, update, and track cases; maintain accurate documentation of client interactions
• Contribute to effective case management, including adherence to service level agreements (SLAs) and follow-through with support from senior team members
• Collaborate with internal partners to support service delivery and learn cross-functional processes
• Identify basic trends or recurring issues and escalate insights to team leadership
• Support adoption of digital and self-service tools by assisting clients and learning platform capabilities
• Participate in team initiatives focused on continuous improvement and professional development

Benefits

• retirement savings plan (401K) with company match
• insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
• paid-time off including vacation, sick leave, short term disability, and family care responsibilities
• access to our Employee Assistance Program
• incentive compensation including eligibility for annual performance-based awards
• eligibility for certain tax advantaged savings plans
• inclusive development opportunities
• flexible work-life support
• paid volunteer days
• vibrant employee networks