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Wealth Advisory Support Lead
Job in
Boulder, Boulder County, Colorado, 80301, USA
Listed on 2026-05-31
Listing for:
Frey Consulting Group
Full Time
position Listed on 2026-05-31
Job specializations:
-
Business
Client Relationship Manager
Job Description & How to Apply Below
Frey Consulting Group is seeking an Advisor Support Manager to assist the CEO/lead advisor in client management and daily operations. The ideal candidate will have a background in wealth management and be familiar with client accounts and CRM systems.
You will support account management, ensure smooth client onboarding, and handle communication effectively. The role requires strong follow-through and the ability to thrive in a fast-paced environment. A competitive salary package is available.
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