Financial Client Relationship Associate

Our client is looking for a Financial Client Relationship Associate to support clients across financial planning, investment recommendations, and ongoing account needs. This is a client-facing role for someone who can balance relationship management with hands-on financial planning and administrative responsibilities. The position also offers the opportunity to contribute to business development and marketing efforts as part of a close-knit team.

Key Responsibilities

• Serve as a point of contact for clients and assist with ongoing relationship management


• Handle client account maintenance and day-to-day service needs


• Develop financial plans based on clients’ goals and circumstances


• Provide recommendations related to financial products, planning strategies, and investments


• Support general administrative needs across the firm


• Assist with marketing and business development initiatives


• Maintain accurate client information and documentation

Qualifications

• Series 7 and Series 66 licenses required


• Experience working directly with clients in financial services, wealth management, or a related environment


• Experience with financial planning and investment recommendations


• Strong communication and relationship management skills


• Ability to work effectively within a small, collaborative team


• CFP, CPA, and/or EA designation is a plus