What are the responsibilities and job description for the Client Associate position at NSWEALTH?
Client Associate – Full Time, In Person – Brookfield Area
If you want to start your career in a wealth firm where your work matters, and where exceptional service is not a luxury-it's a responsibility, we are a fit for you.
We’re NSWEALTH, an independent wealth team in the Brookfield–Waukesha area. We’re looking for someone who is organized, curious, and ready to learn the business from the inside out.
- Learn the systems, the process, and the “why” behind what we do
- Prepare meeting materials, take notes, and summaries for client appointments
- Maintain accurate client records and update information in our systems
- STARTING salary: $60,000 with immediate increase opportunity
- Full time, in person, steady hours
- 401k, Health Insurance and PTO available
- Hands on training and mentorship
- A clear path to building a long-term career in financial services as an Advisor
- Recent grads
- A person who takes pride in follow through and keeping things organized
- Someone who wants a long-term career path, not a short-term job
- A person who enjoys helping and supporting others
- Someone who values structure, clarity, and knowing what needs to get done
If this sounds like a place you could grow, we’d love to meet you.
Email mandie.eigner@wfafinet.com to start the conversation.
www.nswealth.com
Salary : $60,000