Private Wealth Client Associate

Help Us Deliver an Exceptional Client Experience At ClearCourse Wealth Advisors , we help individuals and families make confident financial decisions. We're looking for a Private Wealth Client Associate who enjoys building relationships, staying organized, and being the person who keeps everything running smoothly behind the scenes. If you're someone who loves helping people, thrives in a fast-paced environment, and takes pride in getting the details right, we'd love to meet you. What You'll Do No two days are exactly the same, but you'll spend your time: Creating a welcoming experience for clients Scheduling meetings and keeping advisors organized Preparing paperwork, forms, and client communications Answering client questions, helping solve problems, trading and money movements Tracking new business and following up on outstanding items Supporting client events and appreciation initiatives Working closely with advisors, paraplanners, and team members to deliver outstanding service What We're Looking For We're looking for someone who is: Friendly, professional, and client-focused Highly organized with strong attention to detail Comfortable juggling multiple priorities A strong communicator, both written and verbal Tech-savvy and comfortable learning new systems A team player who enjoys helping others succeed Eager to learn and grow within the financial services industry Qualifications 4+ years of experience in a client service, administrative, or financial services role College degree or equivalent work experience preferred Financial industry experience is a plus Basic knowledge of investments, insurance, and annuities is helpful Bonus Points If You Have Ohio Insurance License FINRA Series 7 FINRA Series 66 (or 65 & 63) Salary: $70,000 - $90,000, depending on experience (ability to obtain bonuses) Benefits Include Paid vacation, sick time, and holidays Life & Health Insurance 401(k) eligibility after 6 months Professional development & Leadership opportunities Why ClearCourse? We're a growing private wealth and financial planning practice that believes great client relationships start with a great team. We work hard, support one another, celebrate successes, and genuinely enjoy helping clients achieve their goals. If you're looking for a career where your work matters and your contributions are valued, we'd love to hear from you. #J-18808-Ljbffr ClearCourse Wealth Advisors, Private wealth advisory practice of Ameriprise Financial Services, LLC