Financial Services Assistant

and the job listing Expires on February 6, 2026

Full-Time Job Accounting, Data Analytics, Economics & Finance

MBA Financial Services, LLC is a private wealth management firm based in Boulder with more than 30 years of experience. MBA Financial specializes in financial planning, investment strategies, portfolio management, and estate planning.

The firm is seeking a part- or full-time financial services assistant or operations associate to provide essential client support and practice assistance to our wealth management team.

• Working with a senior financial advisor for client servicing
• Completing and following up on account reporting and administrative processes
• Partnering with the home office on operational matters
• Lead staff on report preparation and financial analysis
• Implement technology solutions, including Morningstar, Microsoft Office Suite, and financial planning software

• Bachelor’s degree, preferably with a finance and / or business emphasis
• Securities registrations and / or insurance licenses a plus
• Some experience in financial services and / or insurance
• Excellent written and communication skills; professional phone presence
• Strong technology and computer literacy
• Good multi-tasking and critical thinking skills
• Self-motiviatied, reliable and detail-oriented

Benefits include health insurance, company-paid retirement plan, paid vacation, and opportunities for training and growth.

Please submit resume and list of references.