Wealth Operations & Planning Associate - Remote

Resolute Wealth Partners - Private Client Group; Greenwood Village (CO); On-site; USD 63,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Disability insurance

Paid time off

Company holidays

Work-from-home flexibility

Professional development support

CFP certification support

Job summary

Resolute Wealth Partners is seeking an Investment Operations & Financial Planning Associate to join our growing wealth management team. You will support day-to-day administration of client investment accounts and assist our Financial Planning group, gaining exposure to investment management, financial planning, and client service.

We value highly organized, detail-oriented individuals who work well with data and technology.

Qualifications

• Bachelor’s degree in finance or related field.
• Prior financial services or wealth management experience preferred.
• Strong attention to detail and accuracy.
• Excellent organizational and follow-through skills.
• Comfortable working with financial data, technology, and Excel.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced, team-oriented environment.
• Professionalism and discretion when handling confidential client information.
• Proactive mindset and willingness to learn.

Responsibilities

• Support day-to-day administration and servicing of client investment accounts.
• Assist with new accounts, transfers, maintenance, deposits, and money movement.
• Prepare investment-related paperwork and client service requests.
• Coordinate with custodians, investment providers, advisors, and internal team members to resolve account-related issues.
• Support portfolio implementation, trading workflows, rebalancing, and investment changes.
• Monitor transfers, transactions, and outstanding requests through completion.
• Assist with distributions, Roth conversions, charitable gifting, and other investment transactions.
• Prepare portfolio information and investment reports for advisors and client meetings.
• Maintain accurate client and investment information across systems.
• Assist with investment reporting and ongoing portfolio management processes.
• Help identify and implement opportunities to improve efficiency, accuracy, and consistency of investment operations.
• Assist with preparation and ongoing maintenance of comprehensive financial plans.
• Gather, organize, and analyze client financial information.
• Support retirement, cash-flow, tax, education, estate, insurance, and investment planning analyses.
• Model financial planning scenarios and assist advisors in evaluating potential strategies.
• Prepare financial planning materials for client meetings.
• Assist advisors with client meeting preparation and follow-up.
• Maintain accurate client information within financial planning and CRM systems.
• Help identify planning opportunities and outstanding client action items.
• Coordinate with advisors and team members to help implement financial planning recommendations.

Skills

Attention to detail

Organizational skills

Analytical problem solving

Excel proficiency

Communication skills

Multi-tasking

Discretion

Proactive mindset

Education

Bachelor’s degree in finance or related field

Tools

CRM systems

Portfolio management software

Custodial systems

Trading platforms

Investment reporting systems

Job description

Resolute Wealth Partners is seeking an Investment Operations & Financial Planning Associate to join our growing wealth management team. You will support day-to-day administration of client investment accounts and assist our Financial Planning group, gaining exposure to investment management, financial planning, and client service.

We value highly organized, detail-oriented individuals who work well with data and technology.