Client-Focused Wealth Advisor Associate

Wealth Strategies Partners; United States; On-site; USD 65,000 - 95,000; Full time

Job summary

Wealth Strategies Partners is looking for a Service Advisor to support client relationships and advisory execution. This client-facing role requires IAR registration and involves working closely with Lead Advisors and Relationship Managers to ensure timely, accurate service and implementation of advisory recommendations.

You will coordinate onboarding, account transfers, and documentation while maintaining CRM records and collaborating with custodians and internal teams to resolve service

Qualifications

• Registered or eligible to register as an Investment Adviser Representative (IAR).
• 2–4+ years of experience in an RIA or wealth management environment.
• Strong knowledge of advisory account structures and custodial platforms.
• Excellent communication and organizational skills.

Responsibilities

• Act as a primary client contact for ongoing service needs and account-related requests.
• Support Lead Advisors in delivering financial planning and investment recommendations.
• Assist with client review meetings, materials, and follow-up execution.
• Coordinate onboarding, transfers, and documentation.
• Maintain accurate client records within CRM and advisory platforms.
• Ensure compliance with RIA policies and procedures.

Skills

Communication skills

Interpersonal skills

Detail-oriented

Client-first mindset

Tools

CRM

Portfolio management software

Financial planning software

Job description

Wealth Strategies Partners is looking for a Service Advisor to support client relationships and advisory execution. This client-facing role requires IAR registration and involves working closely with Lead Advisors and Relationship Managers to ensure timely, accurate service and implementation of advisory recommendations.

You will coordinate onboarding, account transfers, and documentation while maintaining CRM records and collaborating with custodians and internal teams to resolve service