Financial Advisor (Hybrid)

Client Operations & Financial Planning AssociateWealth Management / Financial ServicesWe’re actively building relationships with experienced professionals in wealth management, client operations, and financial planning support for upcoming opportunities within our advisor network. These roles are ideal for individuals who thrive in fast-paced, client-focused environments and enjoy being the operational backbone of a growing practice.This is not a specific open requisition, but an opportunity to join our talent marketplace and be considered for future positions with firms seeking strong operational, client service, and planning support talent.What These Roles Typically InvolveClient Service & Relationship ManagementServe as a key point of contact for client service requests and ongoing supportDeliver a high-touch, responsive client experienceCoordinate client communications and ensure timely follow-through on requestsMaintain accurate client records, account details, and documentationSupport advisors and internal teams with day-to-day client needsPractice Operations & Workflow ManagementExecute and maintain workflows across CRM and operational systemsManage multiple priorities while ensuring tasks are completed accurately and on timeMaintain CRM integrity and organized operational recordsAssist with process improvements and operational efficiency initiativesSupport document management, reporting, and administrative coordinationFinancial Planning & Data SupportUpdate and maintain client financial information within planning softwareOrganize client documents including tax returns, statements, and planning materialsPrepare data and materials to support financial plan development and client reviewsIdentify missing information and proactively resolve data gapsHelp ensure planning information remains accurate and up to dateMeeting & Account CoordinationCoordinate scheduling and logistics for client meetings and reviewsPrepare agendas, meeting materials, and follow-up action itemsAssist with account maintenance, cash management requests, and operational trackingMonitor outstanding tasks and ensure timely completionWhat We’re Looking ForInterest and/or experience in wealth management, financial services, client operations, or practice managementExperience working with CRM systems and financial planning platformsStrong organizational skills with exceptional attention to detailExcellent communication and relationship-management abilitiesProcess-oriented mindset with strong follow-through and accountabilityAbility to manage multiple priorities in a client-facing environmentSecurities licenses or financial planning designations are a plus, depending on the opportunityIdeal BackgroundsWe’d Love To Connect With Professionals Coming FromRegistered Investment Advisors (RIAs)Wealth management firmsFinancial planning practicesPrivate banking or client service environmentsAdvisor support or operations teamsWhy Join Our Talent Marketplace?By joining our network, you’ll gain visibility into future opportunities that align with your experience, goals, and preferred career path. Opportunities may range from operational and client service support roles to advisor-track and planning-focused positions.Whether you’re actively exploring or simply open to hearing about the right fit, we’d welcome the opportunity to connect.