🌟 Client Service & Planning Associate, Richmond, VA
Make an impact. Grow your career. Love what you do.
Our client is on the hunt for a sharp, curious, and client-obsessed Client Service & Planning Associate to join a fast-growing wealth management team. If you’re detail-driven, people-focused, and ready to turn financial strategies into real results—this role is for you.
🚀 What You’ll Do
✨ Be the go-to partner for clients—manage relationships + keep everything running smoothly
📊 Build and refine financial plans that actually matter to people’s lives
🔍 Research investments + insurance products to ensure clients are set up for success
📝 Prep reports, portfolio reviews, and meeting materials that make advisors shine
⚡ Jump in on day-to-day operations + client transactions to keep things moving
🔑 What We’re Looking For
✅ 3+ years in financial services (securities experience preferred)
✅ Tech-savvy, hyper-organized, and detail-obsessed
✅ A natural communicator + problem-solver
✅ Bachelor’s in business, finance, or related field
💯 Bonus if you’re working toward CFP®, CFA, CLU, ChFC, CLTC, or AIF
💡 Why You’ll Love It Here
We’re not your typical financial firm. Here, you’ll:
🌱 Build a long-term career with real advancement opportunities
🤝 Work alongside smart, driven teammates who actually have your back
💼 Do meaningful work that directly impacts clients’ futures
🎯 Join a culture that values growth, excellence, and people
👉 Ready to grow with a firm that’s going places? Let’s build something great together.
If you are interested in this or future opportunities in your area, please send a Word-Formatted resume to us and we will contact you when opportunities arise that match your geography and experience. All inquiries are kept confidential, and your information will not be shared without your prior approval.
All qualified applicants will receive consideration for employment without regard to the individual's race, color, sex, national origin, religion, age, disability, genetic information, status as a military veteran or any other characteristic protected by applicable law.
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