Client Lead — Wealth Management

Overview

The Ray Olson Family Financial Planning team is expanding. We’re an independent firm specializing in evidence-based wealth management. We proudly foster a genuine, family-focused, approachable, and dedicated team environment. This is a full-time position based in Richmond, Virginia. The Director of First Impressions is the firm s first face and voice, pivotal in setting the tone of professionalism and warmth with all who enter our office.

This role embodies our values of kindness, trust, service, and excellence, ensuring every interaction is welcoming and reflects our commitment to client success. The Client Service Associate routinely interacts with clients, supports our advisors, and ensures smooth office operations. By maintaining an organized workflow, responding to client inquiries, and managing schedules and meetings, this position helps drive client satisfaction and retention and builds lasting relationships in each interaction.

• Greet clients and visitors warmly and professionally.
• Serve as clients’ trusted point of contact, ensuring they feel welcomed, valued, and understood.
• Manage client needs: processing account activities, providing time-sensitive information and education, and resolving problems promptly and accurately while ensuring documentation and record keeping adhere to compliance standards.
• Maintain CRM database; define and ensure adherence to appropriate client service models.
• Assist in client meeting preparation and follow-up, including assembling requisite paperwork, report generation, appointments scheduling, and post-meeting documentation.
• Successfully partner with Broker Dealer & Investment Partners for new account establishment, maintenance, and compliance.
• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available.

• People focused with excellent verbal and written communication skills.
• Ability to build solid and trusting relationships.
• Self-motivated with sound judgment, operating without the need for direct control.
• Highly organized and detail-oriented.
• A bachelor’s or associate’s degree in a business-related field is preferred.
• Previous experience with financial services and/or client services is preferred.
• Salary commensurate with experience.
• Flexible scheduling and ability to work remotely when needed.
• Blue spring associated benefits.

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

• Competitive pay and benefits with a large employer (over 1600 employees nationwide).
• 401(k), health insurance, and a competitive benefits package.
• Work in a supportive, collaborative environment committed to professional excellence.
• Help clients navigate meaningful financial decisions with confidence.
• Opportunities for training, development, and long-term growth within the firm.

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values:
Serve, Make it Happen, and One team.

Lead with purpose. Apply now and help shape the future of Kestra.

By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.