Advisor Support Manager
Listed on 2026-05-30
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Finance & Banking
At The Millstone Evans Group
, we believe financial planning should feel clear, personal, and human—not complex or transactional. We partner closely with our clients to simplify decision-making and build long-term confidence around their financial lives. We’re a growing, high-touch wealth management firm with a strong reputation and an even stronger commitment to doing things the right way. As we continue to scale, we’re building the infrastructure, systems, and team to support that growth—without losing the relational core that defines us.
Position:
As an Advisor Support Manager
, you'll be the right hand to the CEO/lead advisor, deeply involved in client relationships, meetings, and day-to-day account management. You’ll help drive follow-through, keep details moving, and ensure clients are cared for at every step. We’re looking for someone who understands how a wealth management office actually runs—client accounts, trades, onboarding, CRM, and the rhythm of advisor-client work—and can step in and operate with confidence.
- Sit in on client meetings and help drive follow-up and execution
- Manage client action items from start to finish—nothing falls through
- Work directly in Redtail CRM to track activity, notes, and next steps
- Support account management through Raymond James (account updates, transfers, documentation, etc.)
- Assist with basic trades, money movement, and account maintenance
- Coordinate onboarding for new clients and ensure a smooth experience
- Handle client communication—emails, calls, and day-to-day requests
- Stay on top of multiple priorities and shifting needs in a fast-paced environment
- Act as a true partner to the CEO/lead advisor—keeping things organized, moving, and aligned
- Experience in wealth management, financial services, or an RIA environment
- Familiarity with client accounts, trades, onboarding, and account maintenance
- Experience with CRM systems (Redtail a plus) and custodian platforms (Raymond James a plus)
- Strong follow-through—you track details and close loops
- Comfort working in ambiguity without needing rigid structure
- Clear, professional communication with both clients and internal team
- A team-oriented mindset with a willingness to jump in where needed
- $85,000 - $100,000
- Performance-based bonus aligned to individual and firm success
- Health, dental, and vision insurance
- Retirement plan with employer contribution
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