Wealth Planning Assistant & Client Services

Key Wealth Management Inc; Scottsdale (AZ); Presencial; USD 52.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive salary based on experience

Bonus opportunities

Retirement plan benefits (401k)

Collaborative and growth-oriented环境

Descripción de la vacante

Key Wealth Management Inc is seeking a client service and administrative support professional in Scottsdale. You will be the warm, professional contact for clients, schedule advisor calendars, and assist with onboarding new relationships.

You’ll coordinate client events, maintain organized CRM records, and support both the planning and execution of client strategies. The role emphasizes strong organization, proactive problem solving, and teamwork within a growth‑oriented culture, with

Formación

• Experience in financial services or wealth management is preferred.
• Licenses: Series 7 & 63 or 66; CFP track or pursuing CFP education is a plus.
• Experience with CRM and financial planning software is advantageous.
• Strong organizational and communication skills with client‑facing experience.

Responsabilidades

• Serve as a warm, professional point of contact for clients and schedule meetings.
• Assist with onboarding new client relationships and maintain CRM records.
• Coordinate client events, gifting, and special touches while supporting advisors.
• Prepare financial planning documents and meeting prep, and assist with plan implementation.
• Support workflow, account reviews, transfers, and maintenance requests with custodians.

Conocimientos

Client service

Communication

Organization

Time management

Tech savvy

Team collaboration

Problem solving

Educación

Series 7 & 63 or 66 licenses

CFP track or pursuing CFP education

Herramientas

CRM systems

Financial planning software

Microsoft Office

Descripción del empleo

Key Wealth Management Inc is seeking a client service and administrative support professional in Scottsdale. You will be the warm, professional contact for clients, schedule advisor calendars, and assist with onboarding new relationships.

You’ll coordinate client events, maintain organized CRM records, and support both the planning and execution of client strategies. The role emphasizes strong organization, proactive problem solving, and teamwork within a growth‑oriented culture, with