Financial Advisor; Hybrid

Client Operations & Financial Planning Associate

We’re actively building relationships with experienced professionals in wealth management, client operations, and financial planning support for upcoming opportunities within our advisor network. These roles are ideal for individuals who thrive in fast-paced, client-focused environments and enjoy being the operational backbone of a growing practice.

This is not a specific open requisition, but an opportunity to join our talent marketplace and be considered for future positions with firms seeking strong operational, client service, and planning support talent.

• Serve as a key point of contact for client service requests and ongoing support
• Deliver a high-touch, responsive client experience
• Coordinate client communications and ensure timely follow-through on requests
• Maintain accurate client records, account details, and documentation
• Support advisors and internal teams with day-to-day client needs

• Execute and maintain workflows across CRM and operational systems
• Manage multiple priorities while ensuring tasks are completed accurately and on time
• Maintain CRM integrity and organized operational records
• Assist with process improvements and operational efficiency initiatives
• Support document management, reporting, and administrative coordination

• Update and maintain client financial information within planning software
• Organize client documents including tax returns, statements, and planning materials
• Prepare data and materials to support financial plan development and client reviews