Wealth Management Advisor

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This range is provided by Dayton and Sydney. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$20.00/hr - $25.00/hr

We are a boutique Wealth Management Firm dedicated to helping individuals achieve their financial goals. Our team is passionate about delivering exceptional service, and we are looking for a motivated individual to join us as an Assistant/Client Services Coordinator to three Financial Advisors.

Responsibilities

Administrative Support:

• Managing schedules and calendars for multiple financial advisors.
• Organizing and maintaining client records and documentation.
• Preparing reports, presentations, and materials for client meetings.

Appointment Scheduling:

• Making outbound calls to schedule appointments with leads and existing clients.
• Following up with clients to confirm meetings and address inquiries.
• Maintaining accurate records of communication and appointments.

Client Interaction:

• Assisting with client onboarding processes.
• Providing exceptional customer service and responding to client inquiries.

Operational Support:

• Coordinating with internal teams to ensure timely delivery of services.
• Supporting the financial advisor in tracking and managing workflows.

Qualifications

We are looking for someone who is organized, proactive, and enjoys working with people. The ideal candidate will have:

Education & Experience:

• High school diploma or equivalent required; associate’s or bachelor’s degree preferred.
• Previous experience in financial services is a plus.

Skills:

• Excellent communication skills, both verbal and written.
• Strong organizational and multitasking abilities.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Comfortable making outbound calls and engaging with clients professionally.

We value our team members and offer a competitive package, including:

• Competitive hourly pay based on experience.
• Performance-based bonuses.
• Opportunity to gain experience in the financial services industry.

• Seniority level Associate

• Employment type
  
  Full-time

• Job function
  
  Administrative, Business Development, and Customer Service

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