Client Service Associate (Part-time)

Net Worth Advisory Group

Mike@Networthadvice.com

Advisor: Mike Berry, CFP™

AUM: $42 million

For bio see: https://networthadvice.com/about-us/our-team

Location: Virtual and (on occasion) at our office in Sandy, Utah

Net Worth Advisory Group is a team of fee-only CERTIFIED FINANCIAL PLANNER® (CFP®) professionals located in Sandy, Utah. We provide comprehensive financial planning, retirement planning and ongoing investment management that keeps clients on the path towards lifelong security and goal achievement. When partnering with us, clients can expect a personalized experience in which we apply values of transparency and accountability to all that we do.

I’m looking for someone who takes pride in running a business behind the scenes—someone who enjoys organization, follow-through, and making sure nothing falls through the cracks. I want you to eventually run my calendar, make sure things happen on time, handle client communication logistics, manage paperwork, processes, and generally keep things moving. This is not just an admin position—it’s a key role in helping me grow the business and deliver a high-level client experience. The right person will become a trusted associate in the day-to-day operations of the practice.

· Manage and maintain advisor calendar, including scheduling and confirming meetings

· Coordinate all client communication and follow-ups

· Prepare and process paperwork (account openings, transfers, etc.)

· Track and manage outstanding tasks to ensure completion

· Prepare materials for client meetings

· Maintain and update CRM system

· Serve as a point of contact for client service needs

· Coordinate with custodians and third-party partners

· Schedule client reviews and other meetings

· Gather client documents and fill out client paperwork (intake/account startup forms, transactions)

· Document client meeting notes and all client interactions for compliance purposes

· Make follow-up calls to prospective clients to generate new business

· Assist advisor with process documentation

· Occasionally assist with research, data gathering, creating presentations

· Other administrative action items as needed

· Over time, you’ll become the central point of coordination for client service and operations.

15-20 hours per week in 3–4-hour blocks of time. Due to the training requirements the ideal candidate is looking for a long-term fit for a minimum of 36 months but I’m hoping for this person to become the full-time administrative lead as my practice requires.

· Organized to a fault, Detail-oriented/accurate, Calm under pressure, Good communicator (written and verbal), high level of ownership and follow through, Ability to handle multiple priorities at once; easy to work with and interested in client excellence!

· Self-motivated/engaged/interested in the work; able to work with minimal supervision following training

· Must keep client information confidential (no side jobs with other financial institutions are allowed for compliance purposes).

· Tech comfortable. Experience using: Excel, Word, and Power Point; I also use RightCapital, Calendly, Zapier, and Redtail (CRM). You should research these and have an idea of what they are before applying. Adobe (pdf assembly and editing; forms; adobe eSign); RightCapital financial planning software (training can be provided but if you already know it, please tell me); Redtail Technologies CRM (training provided); navigating within our office network and VPN.

· Having a Bachelors and/or CFP credential would be a plus but isn’t necessary.

What Success Looks Like: The advisor is free to focus on clients and strategy; Clients feel taken care of and never have to “check in” on things; Tasks are completed proactively without needing to be chased; The business runs smoothly and efficiently behind the scenes

$20-25/hour depending on experience

Please send me an email with your resume including your contact information:

· Email: Give me the top three reasons you want to work in the financial planning profession and how you believe you can help me.

· Resume: Describe your work experience, skills, and accomplishments which give examples of how you have applied your talents, abilities, and knowledge in similar roles.

Send email content with resume to: mike@networthadvice.com

Pay: $20.00 - $25.00 per hour

Work Location: Hybrid remote in Sandy, UT 84070

Salary : $20 - $25