Wealth Management Client Associate
Financial Planner Recruiting, LLCNew York, New York, United States
Posted January 5, 2026
Full Time
About the Company
Join a growing $1B+ RIA offering comprehensive financial planning and family office services with a personalized approach.
Job Description
Our firm is a rapidly growing Registered Investment Advisor (RIA) managing over $1 billion in client assets. We deliver customized financial planning and investment management to high-net-worth individuals, families, and business owners.
Requirements
- Bachelor's degree in finance, business, or related field preferred
- 2-5 years of experience in a client service or operations role within a wealth management firm, RIA, or wirehouse
- Experience with Schwab and Fidelity custodial platforms required
- Knowledge of Orion, eMoney, DocuSign, and iCapital is strongly preferred
- Excellent verbal/written communication skills
- Highly organized, able to manage multiple tasks and deadlines with accuracy
- Goal-oriented, self-motivated, and desire to grow in a role
- Team-oriented, proactive, and committed to delivering high-quality work
Benefits
- Base salary (commensurate with experience), plus bonus potential
- Full benefits package