What are the responsibilities and job description for the Wealth Management Associate position at Garry Executive Search?
Garry Executive Search has been retained by a well-established wealth management firm in Milwaukee to recruit a Wealth Management Associate to support a growing advisory team.
This is an excellent opportunity for someone with experience in wealth management client service who takes pride in the support function, thrives in a client-facing role, and wants to grow long-term within a collaborative, team-oriented firm.
The Opportunity
This role sits one level above a standard CSA and serves as the true connective tissue between advisors and clients. The Wealth Management Associate owns the client experience day to day, managing a book of 150 to 200 relationships while keeping communication tight across the team. This is a permanent support role for someone who genuinely enjoys the coordination and service function, not a stepping stone into planning or advisory work.
What You'll Be Doing
- Serve as the primary point of contact for 150 to 200 clients via phone and email
- Manage advisor inboxes and own scheduling and calendar coordination on their behalf
- Facilitate communication between internal teams to ensure nothing falls through the cracks
- Coordinate client meetings, prepare materials, and handle follow-up tasks
- Support client onboarding, account maintenance, and basic service requests
- Maintain accurate client records and task notes in the CRM
- Keep day-to-day operations running efficiently across the advisory team
Background They're Looking For
- 3 or more years of experience in wealth management, financial services, or a related client service role
- Series 7 required
- Extremely organized with strong attention to detail
- Excellent written and verbal communication skills
- Strong follow-through and accountability
- Comfortable managing an advisor's inbox and scheduling on their behalf
- Positive, friendly demeanor with a genuine client-first mindset
- Proficiency with Microsoft Office and CRM systems
- Open to mentorship and long-term growth within the role
Compensation & Benefits
- $65,000 - $95,000
- Bonus opportunity
- Medical coverage through Blue Cross Blue Shield
- Dental coverage through Delta Dental
- VSP vision coverage
- Long-term disability, 100% employer paid
- Life insurance, 100% employer paid
- 401(k) through Empower with 3% non-elective employer contribution, eligible after 6 months
- Generous PTO
- 24 dedicated remote days per year, in addition to standard PTO
- Summer hours (Memorial Day through Labor Day)
- Parking and cell phone stipend
- Reimbursement for applicable licenses and designations
- Quarterly team outings and regular in-office catering
Why This Role Stands Out
- Tight-knit, goal-oriented team with strong values and high integrity
- Autonomy earned through trust, the more you build it, the more independence you're given
- Collaborative leadership that listens and operates as a team
- Strong work-life balance in a growing firm
- Long-term runway for someone who takes pride in the client service function
Interested in Learning More?
This search is being conducted confidentially by Garry Executive Search, a boutique recruiting firm specializing exclusively in the wealth management and RIA industry. Apply directly to start a discreet conversation.
Garry Executive Search is dedicated to providing exceptional recruiting services to wealth management firms. We are an Equal Opportunity Employer and encourage candidates from all backgrounds to apply.
Salary : $65,000 - $95,000