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Financial Advisor

Wealth Client Service & Operations Associate

Job in West Des Moines, Polk County, Iowa, 50265, USA
Listing for: LEGACY BRIDGE Private Family Offices
Full Time position
Listed on 2026-03-11
Job specializations:
  • Finance & Banking
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A private wealth management firm in West Des Moines is seeking a polished Client Service & Operations Associate. This foundational role involves supporting day-to-day operations, coordinating client meetings, and managing CRM records. Ideal candidates have 3+ years in financial services, are detail-oriented, and possess strong organizational and communication skills. This position offers growth opportunities within the wealth management industry with a focus on delivering exceptional client experiences.
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Position Requirements
10+ Years work experience
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