Wealth Management Associate

Join a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive wealth management experience. This is a high-impact support role that sits at the center of advisor operations, ideal for someone who thrives on operational excellence and seeks comprehensive exposure to wealth management operations.

Requirements

• 2–5 years of experience in financial services operations, client service, or administrative support roles
• Strong written and verbal communication skills with exceptional attention to detail
• Highly organized with the ability to manage multiple priorities and competing deadlines
• Familiarity with financial planning tools, CRMs, and custodial platforms (Charles Schwab/Fidelity preferred)
• Proficiency in PowerPoint and Excel

Benefits

• Competitive compensation package that rewards impact
• Gain comprehensive exposure to wealth management operations while working with top-tier advisors
• Ground-floor opportunity at a fast-scaling startup
• Clear growth path
• Full health benefits + 401(k) matching & Roth IRA options
• Professional development support (including CFP® coursework if desired)
• Unlimited PTO
• Work with cutting-edge technology that transforms how wealth management gets done