New Business Processor | Wealth Management Firm

Every new client lands on your desk;
Your accuracy turns that handshake into a funded account.

• $60,000–$70,000 base salary + bonus.
• Full-time (M-F), on-site in Summerlin
  .

Bauman Wealth Advisors was founded by Todd and Julie Bauman to deliver "family office" service to everyday Nevada retirees — not just the ultra-wealthy. We're a multi-entity retirement planning firm with integrated advisory, insurance, tax, and estate services — all under one roof. We offer a full-service model that most independent firms can't match - or even approach.

We're scaling;
Marketing is increasing, and advisor capacity is expanding. And every new client relationship creates a downstream processing event that has to be executed accurately, completely, and on time — across multiple entities, custodians, and product types.

That's where you come in.

As the New Business Processor, you are the operational backbone between "client says yes" and "account is funded and live." You'll own intake, quality-gate review, account opening and transfer processing (ACAT/rollovers), insurance and annuity submissions, cross-entity workflow coordination, NIGO prevention, pipeline tracking, and documentation hygiene.

This is not a back-office afterthought. Processing errors here don't just create headaches — they delay/kill revenue, frustrate clients, and break advisor confidence. When you do your job well, clients onboard smoothly, revenue converts faster, and advisors trust the system.

You're the person who catches the missing signature before it becomes a NIGO. You run checklists because you built the checklists. You find genuine satisfaction in a clean file, a zero-defect submission, and a pipeline tracker that’s current to the hour. You don't need to be client-facing to feel the impact of your work — you know that every accurately processed account is a real family's retirement moving forward.

You'll also thrive here if you want your precision to matter and you're tired of your work being treated as a cost center. Accuracy is explicitly prioritized over speed here. We understand that the processing function converts potential into revenue, and we compensate and value you accordingly.

• 2+ years in a detail-critical processing role with multi-step paperwork and deadline-driven follow-through (escrow processing, loan processing, annuity/insurance new business processing, or similar regulated environments are strong analogs)
• Demonstrated track record of high-accuracy, low-error work product
• Strong written communication and internal coordination skills
• Ability to manage multiple concurrent case files without dropping details
• Comfort handling sensitive financial and personal information with discretion
• Ability to work on-site at the Summerlin (Las Vegas, NV) office

• Prior experience in wealth management, RIA, broker-dealer, or insurance operations
• Familiarity with Schwab advisor workflows, ACAT/rollover processing, or custodian account-opening procedures
• Experience with CRM platforms, e-signature tools, and document management systems