Wealth Client Experience Specialist

Ashton Thomas Private Wealth; Casper (WY); On-site; USD 60,000 - 85,000; Full time

Job summary

Ashton Thomas Private Wealth in Casper, WY is seeking a Private Wealth Client Associate to join a growing advisory team serving high-net-worth individuals and families. This role focuses on building relationships, supporting advisors, and delivering a high-touch client experience.

The team provides comprehensive wealth management services including investment management, financial planning, retirement planning, estate planning coordination, and multi-generational wealth strategies.

Qualifications

• 3 years in wealth management or a related advisory role
• High School Diploma or equivalent is required
• Experience with custodians (e.g., Charles Schwab, Fidelity, Pershing, Goldman) is a plus
• Willingness to obtain Series 65 within an agreed timeframe

Responsibilities

• Maintain existing client relationships by processing requests and updating documentation
• Coordinate account servicing activities and client communications
• Onboard new client accounts including required documentation
• Support advisors and marketing with client events and seminars
• Provide administrative and operational support to Financial Advisors and teams

Skills

Interpersonal skills

Client service

Organizational skills

Communication

Team orientation

Attention to detail

Education

High School Diploma

Tools

Microsoft Office

Job description

Ashton Thomas Private Wealth in Casper, WY is seeking a Private Wealth Client Associate to join a growing advisory team serving high-net-worth individuals and families. This role focuses on building relationships, supporting advisors, and delivering a high-touch client experience.

The team provides comprehensive wealth management services including investment management, financial planning, retirement planning, estate planning coordination, and multi-generational wealth strategies.