Client Experience & Relationship Associate

Inspire Advisors | Troutman, NC | In-office | Full-time

About us Inspire Advisors is a biblically based wealth management firm. We help families steward what they've been given through faith-driven, values-aligned investing — including faith-based ETFs. We're a small, close-knit team that's growing fast, and we're adding a key member to make sure every client feels genuinely cared for. Our work is a calling: we serve our clients with integrity, warmth, and excellence, and we're looking for someone who's energized by that mission and comfortable representing a faith-driven investment philosophy to the people we serve.

The role This is a client-facing, relationship-first position for someone who loves people and sweats the details. You'll be the human touch behind our client experience — the reason a client feels remembered, welcomed, and looked after — while also being our first friendly voice on the phones and a capable backup across daily operations.

What you'll do

• Own our client care rhythm: birthday and milestone outreach, and structured new-client check-in calls at 10, 30, and 90 days after accounts are funded
• Be a warm, professional first point of contact on the phones and route or resolve client needs
• Handle and follow through on service requests, account paperwork, transfers, and other operational tasks
• Partner closely with our operations lead and cross-train so either of you can cover the other seamlessly
• Help our advisors stay focused on clients by keeping the client-experience machine running smoothly

What we're looking for

• 2 years in wealth management — at a custodian, RIA, or broker-dealer (e.g., Charles Schwab, Fidelity, Vanguard, or similar)
• Series 65 strongly preferred (or must obtain within the first year); additional licenses/designations are a plus
• Comfortable with CRM and financial-planning software; quick to learn new systems
• A polished, professional presence and a genuinely warm, people-first manner
• Calm and steady under pressure — able to handle a worried or upset client (for example, someone anxious about a market downturn) with empathy and composure
• Comfortable thriving in a small-office environment where everyone wears a few hats
• Aligned with and excited by our faith-based mission

Life at Inspire

• A real commute upgrade. We're based in Troutman — north of the I-77 crunch — so if you're local, you skip the drive into Charlotte and get genuine time back in your day.
• Sane hours. We run 8:30 AM–4:30 PM. For most people coming from a traditional 8-to-5, that's about an hour back every day.
• A close, supportive team where your work is seen and your growth is invested in.

Compensation & growth Starting salary anywhere between $35,000 - $50,000, with a structured increase opportunity in year two as you take on the full scope of the role. This is a genuine growth seat on a fast-growing team, with real mentorship from experienced advisors and room to expand your responsibilities.

• To apply Send your resume and a short note about why a mission-driven, faith-based firm appeals to you to christian.campbell@inspireadvisors.com.

Inspire Advisors is a merit based employer.