Client Associate – Wealth Management for Professional Athletes
This Jobot Job is hosted by: Josh Forth
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Salary: $80,000 - $100,000 per year
A bit about us:
A boutique wealth management firm specializing in serving professional athletes and high-net-worth clients is seeking a Client Associate to join its growing team. This role is ideal for someone who is detail-oriented, client-focused, and excited to support a fast-paced advisory practice working with elite professionals.
About the Role
The Client Associate will work closely with advisors to deliver an exceptional client experience. You’ll be a key point of contact for clients, help manage day-to-day account activity, and ensure operations run smoothly behind the scenes.
If you’re ready to level up your career and work with some of the most fascinating clients in the world, read on
Why join us?
Do you want to work with some of the nations best Clients AND enjoy time at home w/ family? We do too!
Meaningful Work!
Competitive Base Salary!
Competitive Bonus and Options Package!
Complete Benefits Package!
Flexible Work Schedules!
Accelerated Career Growth!
Fun Company Activities!
Job Details
2+ years of experience in wealth management, financial services, or a related client service role
Strong attention to detail and organizational skills
Excellent communication and interpersonal skills
Comfortable working with high-profile clients and sensitive information
Proficiency with CRM systems and Microsoft Office (Excel, Word, Outlook)
Series 65 or Series 7 & 66 required
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
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