Financial Advisor (Hybrid)

Client Operations & Financial Planning Associate

Wealth Management / Financial Services

We’re actively building relationships with experienced professionals in wealth management, client operations, and financial planning support for upcoming opportunities within our advisor network. These roles are ideal for individuals who thrive in fast-paced, client-focused environments and enjoy being the operational backbone of a growing practice.

This is not a specific open requisition, but an opportunity to join our talent marketplace and be considered for future positions with firms seeking strong operational, client service, and planning support talent.

What These Roles Typically InvolveClient Service & Relationship Management

• Serve as a key point of contact for client service requests and ongoing support
• Deliver a high-touch, responsive client experience
• Coordinate client communications and ensure timely follow-through on requests
• Maintain accurate client records, account details, and documentation
• Support advisors and internal teams with day-to-day client needs
  
  

Practice Operations & Workflow Management

• Execute and maintain workflows across CRM and operational systems
• Manage multiple priorities while ensuring tasks are completed accurately and on time
• Maintain CRM integrity and organized operational records
• Assist with process improvements and operational efficiency initiatives
• Support document management, reporting, and administrative coordination
  
  

Financial Planning & Data Support

• Update and maintain client financial information within planning software
• Organize client documents including tax returns, statements, and planning materials
• Prepare data and materials to support financial plan development and client reviews
• Identify missing information and proactively resolve data gaps
• Help ensure planning information remains accurate and up to date
  
  

Meeting & Account Coordination

• Coordinate scheduling and logistics for client meetings and reviews
• Prepare agendas, meeting materials, and follow-up action items
• Assist with account maintenance, cash management requests, and operational tracking
• Monitor outstanding tasks and ensure timely completion
  
  

What We’re Looking For

• Interest and/or experience in wealth management, financial services, client operations, or practice management
• Experience working with CRM systems and financial planning platforms
• Strong organizational skills with exceptional attention to detail
• Excellent communication and relationship-management abilities
• Process-oriented mindset with strong follow-through and accountability
• Ability to manage multiple priorities in a client-facing environment
• Securities licenses or financial planning designations are a plus, depending on the opportunity
  
  

Ideal Backgrounds

We’d Love To Connect With Professionals Coming From

• Registered Investment Advisors (RIAs)
• Wealth management firms
• Financial planning practices
• Private banking or client service environments
• Advisor support or operations teams
  
  

Why Join Our Talent Marketplace?

By joining our network, you’ll gain visibility into future opportunities that align with your experience, goals, and preferred career path. Opportunities may range from operational and client service support roles to advisor-track and planning-focused positions.

Whether you’re actively exploring or simply open to hearing about the right fit, we’d welcome the opportunity to connect.