Wealth Management Client Success & Operations Lead

Farther Finance, LLC; Oregon; Hybrid; USD 110.000 - 170.000; Vollzeit

Benefits dieser Stelle

Health benefits

401(k) matching

Roth IRA options

Zusammenfassung

Farther Finance, LLC is seeking a proactive, detail-oriented support lead to back a Managing Director, Wealth Advisor on the Focus Team. You will run daily practice operations, manage client engagements, and ensure smooth execution of money movements, account changes, and follow-ups.

The role requires a Series 65 (or CFP coursework) andSeveral years in wealth management or advisor support, with solid CRM experience and a client-first mindset.

Qualifikationen

• Requires Active Series 65 license or equivalent.
• Several years in wealth management, RIA ops, or advisor support.
• Proficient with CRM tools and portfolio operations.

Aufgaben

• Be the right hand to the Managing Director, Wealth Advisor, handling day-to-day practice operations.
• Manage client engagements and end-to-end follow-up processes across teams.
• Coordinate client requests, money movement, account changes, and meeting preparation.

Kenntnisse

Series 65 license

Wealth management experience

CRM tools knowledge

Attention to detail

Strong communication

Ausbildung

Bachelor's degree in finance or related field

Tools

Black Diamond

HubSpot

Jobbeschreibung

Farther Finance, LLC is seeking a proactive, detail-oriented support lead to back a Managing Director, Wealth Advisor on the Focus Team. You will run daily practice operations, manage client engagements, and ensure smooth execution of money movements, account changes, and follow-ups.

The role requires a Series 65 (or CFP coursework) andSeveral years in wealth management or advisor support, with solid CRM experience and a client-first mindset.