Wealth Management Associate

Opal Advisors is a boutique advisory firm dedicated to delivering exceptional client service through thoughtful advice, strong relationships, and attention to detail. We are growing and seeking an entry-level Client Services Associate who is interested in building a long-term career in wealth management with a future path toward becoming a Financial Advisor.

This role is designed for someone early in their career who wants hands-on exposure to the advisory business. As a Client Services Associate, you will support advisors and clients while developing a strong foundation in client relationships, financial operations, and advisory best practices.

Over time, this role can evolve into increased client interaction, planning support, and advisor responsibilities based on performance, interest, and firm needs.

• Support client onboarding, account openings, and ongoing account maintenance
• Prepare and process client paperwork with accuracy and attention to detail
• Serve as a point of contact for client service requests and follow-ups
• Assist advisors with meeting preparation, notes, and post-meeting action items
• Maintain accurate client records and documentation across systems
• Coordinate with custodians and external partners
• Learn firm workflows, compliance standards, and client service best practices
• Gradually take on increased client-facing and planning-related responsibilities

• Bachelor’s degree (or in progress), preferably in finance, economics, business, or a related field
• 0–2 years of professional experience (internships welcome)
• Strong organizational skills and attention to detail
• Clear, professional written and verbal communication skills
• Curiosity, coachability, and desire to grow into an advisory role
• Client-first mindset and high ethical standards
• Comfort with Google Workspace and learning new technology
• Interest in pursuing a long-term career as a Financial Advisor

• Work with a small, collaborative team in a supportive environment
• Clear exposure to the advisor role and client relationship management
• Work directly with leadership and get learning opportunities from experienced advisors
• Pathway for growth toward planning, advisory, and client relationship responsibilities
• Supportive, collaborative team environment