Benefits
- Training from industry leaders
- Back office and administrative support
- Licensing for new agents (must acquire within 90 days)
- The opportunity to have financial freedom
- The opportunity to make a positive impact on peoples’ lives
We're looking for passionate, dedicated professionals who are committed to redefining the client experience in the wealth management industry.
This position is for an exempt, Licensed (Series 65 and Florida 2-15), Senior Client Service Associate with 5+ years experienced in a high-net-worth insurance or multifamily office environment. The primary focus is providing a very high level of customer service on a proactive basis to clients by building and maintaining client relationships.
Rapidly growing boutique wealth management firm with comprehensive family office service offerings including tax, accounting, bookkeeping, cash flow management/BillPay, trust & estate planning, income and asset protection, along with the management and oversight of public and private investments including privately held businesses, investment real estate assets and insurance.
About the Position
This position is for an exempt, Licensed (Series 65 and Florida 2-15), Senior Client Service Associate with 5+ years experienced in a high-net-worth insurance or multifamily office environment. The primary focus is providing a very high level of customer service on a proactive basis to clients by building and maintaining client relationships.
This individual will be a key contributor to the unique client experience and will help grow the business by integrating as a team member and being a conduit between family wealth advisors and our clients.
The right candidate will be competent and/or familiar with basic accounting, financial planning, investment, legal and tax concepts – and have the desire to grow into a Service Advisor or Financial Planner role. Building relationships and doing what is right for the client should be at the forefront of your mindset, putting our clients first.
Required Education and Licenses
Key Qualifications
*Business needs fluctuate and in a service role there may be high priority tasks that require immediate client assistance outside of the traditional business hours
Request more infoThis position is for an exempt, Licensed (Series 65) Senior Client Service Associate with 5+ years experienced in at an RIA (Registered Investment Advisor) or in a multifamily office environment. The primary focus is providing a very high level of customer service on a proactive basis to clients by building and maintaining client relationships.
Rapidly growing boutique wealth management firm with comprehensive family office service offerings including tax, accounting, bookkeeping, cash flow management/BillPay, trust & estate planning, income and asset protection, along with the management and oversight of public and private investments including privately held businesses and investment real estate assets.
About the Position
This position is for an exempt, Licensed (Series 65) Senior Client Service Associate with 5+ years experienced in at an RIA (Registered Investment Advisor) or in a multifamily office environment. The primary focus is providing a very high level of customer service on a proactive basis to clients by building and maintaining client relationships.
This individual will be a key contributor to the unique client experience and will help grow the business by integrating as a team member and being a conduit between family wealth advisors and our clients.
The right candidate will be competent and/or familiar with basic accounting, financial planning, investment, legal and tax concepts – and have the desire to grow into a Service Advisor or Financial Planner role. Building relationships and doing what is right for the client should be at the forefront of your mindset, putting our clients first.
Required Education and Licenses
Key Qualifications
*Business needs fluctuate and in a service role there may be high priority tasks that require immediate client assistance outside of the traditional business hours
Request more info