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Financial Services Advisor

2 months ago

West Palm Beach, Florida, United States Simplex Full time
Client Advisor Opportunity

This is a hybrid role with 3 days in-office in West Palm Beach, FL, and 2 days WFH. Our client is a well-established and growing investment and wealth management firm serving ultra-high-net-worth families, family offices, and institutional investors. They have around 140 employees with offices across the US, including West Palm Beach. They manage over $30 billion in assets.

About the Role

The Client Advisor will work with the team to ensure that clients continue to receive a world-class experience. This exciting opportunity will pair the entrepreneurial spirit of opening a new office location with the established pedigree built through 20+ years as an industry-leading firm.

Key Responsibilities
  • Assist senior team members in implementing and maintaining clients' investment and strategic plans.
  • Oversee the account opening and administration of client portfolios.
  • Prepare client meeting presentations and confirm trading and other investment activity.
  • Monitor portfolios against asset allocation targets and work on ad-hoc projects.
  • Work with accountants and estate planners and assist with client inquiries and requests.
Requirements
  • 1-2+ years of experience in the Wealth Management/Investment (RIA) industry.
  • Bachelor's degree in Finance, Economics, or other related discipline.
  • Interest in pursuing an advanced degree and/or professional certification (CFA, CFP, etc.) preferred.
  • Strong proficiency in Microsoft Word, Excel, and PowerPoint.
  • Excellent organizational, prioritization, and time management skills.
  • Analytical with a strong attention to detail and problem-solving effectively.
  • High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment.
  • Strong written and oral communication skills.
Benefits
  • Medical, Dental, and Vision.
  • 401k Matching.
  • Life Insurance.
  • Paid Parental Leave.
  • Fitness Reimbursement.
  • Education Reimbursement for certification programs (e.g., CFP, CFA).
  • Charitable Matching Program.
  • Hybrid schedule.
  • Work-From-Anywhere Weeks.