Client-Focused Financial Strategist

NorthRock Partners, LLC.; Roseville (CA); On-site; USD 81,000 - 111,000; Full time

Benefits offered by this job

ESOP

强大退休计划

Job summary

NorthRock Partners, LLC. is seeking a client-focused, analytical professional for the Client Experience team.

You will partner with Advisors to develop and analyze personalized financial strategies and support operational execution of client recommendations. The ideal candidate thrives in a fast-paced environment with strong attention to detail and a commitment to exceptional client service, including AML/SEC compliance and cross-functional collaboration across tax, estate planning, and

Qualifications

• Bachelor’s degree in finance, economics, accounting, or related field preferred.
• 3–5 years in financial services, including B2B/B2C advisory support.
• Series 65 and/or CFP (or equivalent) required or obtainable within 180 days.
• Proficiency with financial planning software and CRM systems.

Responsibilities

• Prepare client-ready meeting materials and relationship-management support.
• Provide client-facing financial advice in collaboration with Advisors.
• Analyze needs and develop financial strategies using planning software.
• Create and present comprehensive financial plans tailored to goals.
• Support account openings, transfers, and document processing.
• Ensure AML, SEC, and internal policy compliance.
• Maintain client records, reports, and track milestones.
• Collaborate with tax, estate planning, investment, and operations teams.

Skills

Client-facing communication

Regulatory compliance

Analytical thinking

Cross-functional collaboration

Attention to detail

Education

Bachelor's degree in finance or related field

Tools

eMoney

MoneyGuidePro

RightCapital

CRM systems

Microsoft Office

Job description

NorthRock Partners, LLC. is seeking a client-focused, analytical professional for the Client Experience team.

You will partner with Advisors to develop and analyze personalized financial strategies and support operational execution of client recommendations. The ideal candidate thrives in a fast-paced environment with strong attention to detail and a commitment to exceptional client service, including AML/SEC compliance and cross-functional collaboration across tax, estate planning, and