🛠 Tech Stack

💼 About This Role

You'll manage day-to-day client service team responsibilities, including analytical and operational support for client acquisition and retention. You'll ensure timely execution of trades, wire requests, and CRM data accuracy. This role offers growth in a purpose-driven firm with a strong culture.

🎯 What You'll Do

• Manage day-to-day client service team workload and priorities
• Execute trades, wire requests, and journals within strict timeframes
• Gather and input client data into CRM (Salesforce) and maintain accuracy
• Prepare deliverables for client meetings and analyze portfolios

📋 Requirements

• 2-4 years experience in financial planning or wealth management
• Undergraduate degree required
• Series 65 or equivalent within first 120 days
• Baseline proficiency in Microsoft Office Suite

✨ Nice to Have

• Interest in or pursuing CFP® certification
• Experience with Salesforce or portfolio management software

🎁 Benefits & Perks

• 🏥 Fully paid medical, dental, and vision for employees
• 💰 401(k) with 100% match up to 3% of annual compensation
• 🏖️ Minimum 3 weeks PTO starting Day 1
• 🎓 100% reimbursement for required training and certifications
• 👶 Paid parental leave (13 weeks birthing, 6 weeks non-birthing)

🚩 Heads Up

• Role requires in-office presence despite being labeled 'onsite' in workplaceType but description says 'work from office culture with lots of flexibility'