Client Support Rep

Job Description Client Advisor
The Client Advisor is an excellent opportunity for someone with 5+ years of Associate Advisory experience seeking a supportive culture that fosters mentorship and growth from within toward a key Advisory role. The Client Advisor will work closely with ultra-wealthy families, entrepreneurs, and business owners, and is designed for someone who enjoys blending financial planning with project management and who thrives in a collaborative, client-focused setting.

Coordinate the planning and delivery of services across key areas: investment oversight, cash-flow planning, education funding, risk management, estate considerations, and philanthropy.
Draft and deliver customized reports, planning materials, and meeting presentations for clients.
Partner with senior advisors to support significant, complex relationships while gaining increasing responsibility.
Contribute to multi-generational family discussions and planning sessions.
5 years of direct client advisory experience in wealth management, financial planning, or a family office environment.

• A working knowledge of estate structures, asset management approaches, and advanced planning techniques.
• A relationship-builder with high emotional intelligence and a proactive mindset.

88,000 – $150,000, plus discretionary bonus.
Full benefits package including health, dental, vision, disability, life insurance, and 401(k) with company match.
Paid time off starting at 15 days annually, plus holidays.
Support for licenses, certifications, and ongoing professional development.
Team culture that values collaboration, personal growth, and community involvement.