Client Advocate — Hybrid Front‑Line Support for Advisors

Avior Wealth Management LLC; Omaha (NE); Hybrid; USD 42,000 - 58,000; Full time

Benefits offered by this job

401k and matching

Dental Insurance

Vision Insurance

Health Insurance

HSA

Life Insurance

Disability Insurance

Employee Assistance Program (EAP)

Paid Time Off (flexible)

In-office with one WFH day per week

Job summary

Avior Wealth Management LLC is seeking a Client Advocate in Omaha, NE to join a dynamic wealth management team. This full-time, hybrid role supports financial advisors and tax preparers by preparing materials, resolving client inquiries, and ensuring smooth day-to-day operations.

The ideal candidate holds a finance-related bachelor's degree with 1–3 years in financial services, strong communication, multitasking, and organizational skills, plus proficiency in Microsoft Office.

Qualifications

• Bachelor's degree in finance, business, or related field preferred.
• 1–3 years of experience in financial services.
• Strong interpersonal and communication skills with clients and colleagues.
• Detail-oriented with excellent organizational and time management skills.
• Ability to manage multiple priorities in a deadline-driven environment.
• Proficiency in Microsoft Office suite (Word, Excel, Outlook).
• Series 65 certification is a plus.

Responsibilities

• Prepare reports and materials for client meetings for financial advisors and tax professionals.
• Serve as a primary client contact to resolve inquiries and maintain high service levels.
• Collaborate with partners to address client concerns related to financial services and accounts.
• Schedule, track, and follow up on key tasks to meet deadlines.
• Assist in preparing financial plans and tax documents with accurate data.
• Ensure actions align with internal policies and regulations.
• Handle day-to-day administrative duties including scheduling and records management.

Skills

Client communication

Multitasking

Attention to detail

Time management

Microsoft Office

Problem solving

Education

Bachelor's degree in finance or related field

Series 65 certification (bonus)

Tools

Microsoft Office (Word, Excel, Outlook)

Job description

Avior Wealth Management LLC is seeking a Client Advocate in Omaha, NE to join a dynamic wealth management team. This full-time, hybrid role supports financial advisors and tax preparers by preparing materials, resolving client inquiries, and ensuring smooth day-to-day operations.

The ideal candidate holds a finance-related bachelor's degree with 1–3 years in financial services, strong communication, multitasking, and organizational skills, plus proficiency in Microsoft Office.