Wealth Management Associate

Join a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Support senior Managing Directors and their client service operations in delivering an exceptional client experience.

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
• Gain comprehensive exposure to wealth management operations
• Ground-floor opportunity at a fast-scaling startup
• Clear growth path
• Full health benefits
• 401(k) matching & Roth IRA options
• Unlimited PTO
• Professional development support (including CFP coursework if desired)
• Work with cutting-edge technology