Our client, a mission-driven wealth management firm, is seeking a highly organized and detail-oriented Executive Client Associate to join their team. This role is essential for supporting the firm’s clients and internal team with duties that blend executive assistance and client service. The ideal candidate is passionate about community impact, highly attentive to detail, and able to thrive in a fast-paced environment.


Key Responsibilities

• Provide exceptional service by onboarding new clients and managing ongoing client relationships.
• Serve as the primary point of contact for client inquiries on behalf of the advisor, determining the appropriate course of action.
• Offer concierge-level service to clients, managing communication preferences and keeping them updated on their financial plans and investment accounts.
• Track and bring to completion all open client items, ensuring timely follow-through.
• Organize client meetings, prepare documentation, and maintain accurate client records.
• Maintain client files and database, keeping records updated with life events and changes.
• Manage and update Wealthbox CRM to ensure efficient client information management and seamless internal communication.
• Coordinate and send out client gifts, cards, and personalized communications to celebrate special moments and milestones.
• Communicate as the liaison with the outsourced marketing team.
• Handle administrative tasks and executive support functions.
• Improve upon operational systems and create new processes as needed for optimal workflow.
• Liaise between the advisor, clients, and back-office team, proactively resolving issues, concerns, and requests.
• Uphold the firm's mission and community-focused values, engaging with initiatives that support these goals.
  
  

Qualifications

• Bachelor's degree preferred
• Minimum of 5 years of experience in an administrative/ client service role within the wealth management industry
• Must live in the Twin Cities area
• Proficient in eMoney or comparable financial planning software; experience with Pershing/BNY Mellon custodian is a major plus
• Technical proficiency with strong knowledge in Excel
• Familiarity with annuities and related processes is a plus
• Strong organizational skills and attention to detail
• High emotional intelligence and relationship management skills
• Excellent written and verbal communication skills
• Resourceful, proactive and process-driven with the ability to multi-task and manage multiple priorities
• Mission-driven with a passion for community impact and client care embodying the firm’s vision as a brand ambassador
  
  

Compensation & Benefits

• Base Salary: $80,000 - $100,000 plus benefits and 401K plan
• Work remotely within the Twin Cities area
• Competitive benefits package, including health and wellness options.
• Opportunity to work in a mission-aligned firm that values community and client relationships
• Professional development and growth opportunities within the firm

Hybrid role: 2.5 days a week in your local office

Our client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive, fee-based financial planning, fee-based investment advisory solutions, education funding strategies, holistic wealth management, retirement planning, and risk management.

They are adding an Investment Relations Advisor to support the firm.

Responsibilities

• Focus on growing clientele and generating new business
• Increase assets under management from new sources
• Develop new revenue opportunities to service new clients more effectively
• Connect with and develop relationships with client’s next generation
• Build COIs (Center of Influences) and produce new clients through those relationships
• Maintain familiarity with industry and economic trends and apply knowledge to client service and relationships
  
  

Qualifications

• 2-5 years of experience in Financial Services
• Series 7 License
• Life & Health License
• 2+ years of experience in sales and/or business development
• Understanding and ability to articulate Financial Planning
  
  

Compensation

• $65,000-75,000 + base salary plus incentive opportunities. Overall compensation target $120,000-150,000 or more.
• Hybrid role: 2.5 days a week in your local office
  

Our client is seeking a detail-oriented and experienced fractional Paraplanner to join our client in Honolulu. This part-time role is ideal for a skilled professional looking to contribute to a dynamic financial planning practice. The ideal candidate will have experience in financial planning, specifically working with e-Money and Asset-Map, and preferably hold a Series 7 license.

Key Responsibilities

• Assist in creating and updating comprehensive financial plans using e-Money and Asset-Map.
• Analyze clients' financial situations and provide data to support financial advisors in developing tailored recommendations.
• Collaborate with advisors to ensure that client plans are accurate and aligned with their financial goals.
• Prepare and review client-facing reports and documents.
• Monitor clients’ portfolios and assist in the rebalancing process as needed.
• Provide administrative support for client onboarding and maintenance of financial planning tools.
• Maintain up-to-date knowledge of financial planning trends, tools, and best practices.

Qualifications

• Previous experience as a paraplanner or in a similar role within the financial services industry.
• Proficiency in e-Money and Asset-Map is required.
• Series 7 license is preferred but not mandatory.
• Strong analytical skills and attention to detail.
• Excellent communication skills and the ability to work independently.
• A commitment to confidentiality and ethical standards.

Benefits

• Flexible working hours.
• Opportunity to work with a respected financial advisory firm.
• Competitive hourly compensation.

Compensation

• $35 - $50 per hour (based on experience and qualifications)