🛠 Tech Stack

💼 About This Role

You'll act as the first point of contact for client communications, managing day-to-day responsibilities for your service team at a purpose-driven RIA recognized as a Best Place to Work. You'll drive client meetings and execute strategies across investment, tax, and estate planning.

🎯 What You'll Do

• Manage client communications and strategize with Lead Advisor
• Review portfolios and recommend investment/planning strategies
• Prepare client meeting deliverables and analyze data
• Train and mentor team on complex planning areas

📋 Requirements

• 4+ years in financial planning or wealth management
• Undergraduate degree required
• CFP, CPA, CFA, or JD required
• Microsoft Office Suite proficiency

✨ Nice to Have

• Experience with portfolio management software
• Advanced financial analysis skills

🎁 Benefits & Perks

• 🏖️ Flexible work-from-office culture
• 📈 Growth opportunities in a top RIA
• 🏆 15 consecutive Best Places to Work awards

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Team Interview· 1 hour
3. 3Hiring Manager Interview· 1 hour