Registered Client Service Associate

Relocation Stipend will be given by the client Job Position: Registered Client Service Associate Salary Range: $70K-90K + Discretionary bonus + Benefits Primary Duties Serve as a point of contact for an assigned book of client households Pro-actively communicate with clients to maintain relationships and provide the highest level of service Support a lead advisor with client and prospect meetings on topics such as financial planning updates, life-events and transitions, and investment updates Coordinate internally across our planning, tax, and investment teams to deliver a seamless client experience Maintain rigorous documentation and follow-through in Salesforce, our primary CRM For those interested, you will be provided the tools and resources to pass the CFP examination (not required) Qualifications 3-5 years of client-facing experience in wealth management or financial planning (required) FINRA licensing (required) High ownership mentality- you follow through, you communicate proactively, and clients notice Proficiency with Salesforce or a comparable CRM (preferred) Unlimited Paid Time Off (PTO) with bonus targets 401(k) with 6% employer match and Roth 401(k) option Medical, Dental, and Vision Insurance Competitive Health Insurance Benefits Life & AD&D Insurance ($50,000 coverage after one year) Long-Term Disability Insurance Paid Maternity Leave Paid Paternity Leave Professional Development, Training, and Career Growth Opportunities Supportive, Team-Oriented Work Environment #J-18808-Ljbffr