{"schemaVersion":"jobsearcher.job.v1","id":"fa9f2de3fa8f372a2a1290a0","url":"https://jobsearcher.com/jobs/fa9f2de3fa8f372a2a1290a0","canonicalUrl":"https://jobsearcher.com/jobs/fa9f2de3fa8f372a2a1290a0","title":"Advisor Support Manager","description":"The Company:\nAt The Millstone Evans Group, we believe financial planning should feel clear, personal, and human—not complex or transactional. We partner closely with our clients to simplify decision-making and build long-term confidence around their financial lives. We’re a growing, high-touch wealth management firm with a strong reputation and an even stronger commitment to doing things the right way. As we continue to scale, we’re building the infrastructure, systems, and team to support that growth—without losing the relational core that defines us.\n\nThe Position:\nAs an Advisor Support Manager, you'll be the right hand to the CEO/lead advisor, deeply involved in client relationships, meetings, and day-to-day account management. You’ll help drive follow-through, keep details moving, and ensure clients are cared for at every step. We’re looking for someone who understands how a wealth management office actually runs—client accounts, trades, onboarding, CRM, and the rhythm of advisor-client work—and can step in and operate with confidence.\n\nResponsibilities:\nSit in on client meetings and help drive follow-up and execution\nManage client action items from start to finish—nothing falls through\nWork directly in Redtail CRM to track activity, notes, and next steps\nSupport account management through Raymond James (account updates, transfers, documentation, etc.)\nAssist with basic trades, money movement, and account maintenance\nCoordinate onboarding for new clients and ensure a smooth experience\nHandle client communication—emails, calls, and day-to-day requests\nStay on top of multiple priorities and shifting needs in a fast-paced environment\nAct as a true partner to the CEO/lead advisor—keeping things organized, moving, and aligned\n\nQualifications:\nExperience in wealth management, financial services, or an RIA environment\nFamiliarity with client accounts, trades, onboarding, and account maintenance\nExperience with CRM systems (Redtail a plus) and custodian platforms (Raymond James a plus)\nStrong follow-through—you track details and close loops\nComfort working in ambiguity without needing rigid structure\nClear, professional communication with both clients and internal team\nA team-oriented mindset with a willingness to jump in where needed\n\nSalary & Benefits:\n$85,000 - $100,000\nPerformance-based bonus aligned to individual and firm success\nHealth, dental, and vision insurance\nRetirement plan with employer contribution\nGenerous paid time off and holidays\nBenefits:\n401(k)\n401(k) matching\nDental insurance\nHealth insurance\nPaid time off\nProfessional development assistance\nRetirement plan\nVision insurance\nWork Location: In person","company":"Millstone Evans Group","rawCompany":"millstone evans group","city":"Boulder","state":"CO","isRemote":false,"isActive":false,"createdAt":"2026-07-19T12:00:48.516Z","occupations":[{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"},{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"},{"code":"11-3031.03","title":"Investment Fund Managers","slug":"investment-fund-managers"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"523991","title":"Trust, Fiduciary, and Custody Activities","slug":"trust-fiduciary-and-custody-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Advisor Support Manager","description":"The Company:\nAt The Millstone Evans Group, we believe financial planning should feel clear, personal, and human—not complex or transactional. We partner closely with our clients to simplify decision-making and build long-term confidence around their financial lives. We’re a growing, high-touch wealth management firm with a strong reputation and an even stronger commitment to doing things the right way. As we continue to scale, we’re building the infrastructure, systems, and team to support that growth—without losing the relational core that defines us.\n\nThe Position:\nAs an Advisor Support Manager, you'll be the right hand to the CEO/lead advisor, deeply involved in client relationships, meetings, and day-to-day account management. You’ll help drive follow-through, keep details moving, and ensure clients are cared for at every step. We’re looking for someone who understands how a wealth management office actually runs—client accounts, trades, onboarding, CRM, and the rhythm of advisor-client work—and can step in and operate with confidence.\n\nResponsibilities:\nSit in on client meetings and help drive follow-up and execution\nManage client action items from start to finish—nothing falls through\nWork directly in Redtail CRM to track activity, notes, and next steps\nSupport account management through Raymond James (account updates, transfers, documentation, etc.)\nAssist with basic trades, money movement, and account maintenance\nCoordinate onboarding for new clients and ensure a smooth experience\nHandle client communication—emails, calls, and day-to-day requests\nStay on top of multiple priorities and shifting needs in a fast-paced environment\nAct as a true partner to the CEO/lead advisor—keeping things organized, moving, and aligned\n\nQualifications:\nExperience in wealth management, financial services, or an RIA environment\nFamiliarity with client accounts, trades, onboarding, and account maintenance\nExperience with CRM systems (Redtail a plus) and custodian platforms (Raymond James a plus)\nStrong follow-through—you track details and close loops\nComfort working in ambiguity without needing rigid structure\nClear, professional communication with both clients and internal team\nA team-oriented mindset with a willingness to jump in where needed\n\nSalary & Benefits:\n$85,000 - $100,000\nPerformance-based bonus aligned to individual and firm success\nHealth, dental, and vision insurance\nRetirement plan with employer contribution\nGenerous paid time off and holidays\nBenefits:\n401(k)\n401(k) matching\nDental insurance\nHealth insurance\nPaid time off\nProfessional development assistance\nRetirement plan\nVision insurance\nWork Location: In person","datePosted":"2026-07-19T12:00:48.516Z","dateModified":"2026-07-19T12:00:48.516Z","hiringOrganization":{"@type":"Organization","name":"Millstone Evans Group","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Boulder","addressRegion":"CO","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"fa9f2de3fa8f372a2a1290a0"},"url":"https://jobsearcher.com/jobs/fa9f2de3fa8f372a2a1290a0"}}