Wealth Planning Associate — Client Service Lead

Claire Myers Consulting; Katy (TX); On-site; USD 90,000 - 115,000; Full time

Job summary

Claire Myers Consulting in Texas is seeking an experienced Service Advisor to work closely with the lead advisor, manage and deepen existing client relationships, and participate in financial planning. This is a client-facing role that does not require building a new book of business, but offers hands-on planning, ongoing service, and coordination with the team.

Ideal candidates have 3 years of wealth management or financial services experience, Series 7 and 63 preferred, and strong

Qualifications

• 3 years of wealth management, financial planning, or financial services experience.
• Series 7 and 63 strongly preferred.
• Experience working directly with clients in an advisory or relationship management capacity.
• Comfortable participating in client meetings and leading review meetings.
• Life & Health Insurance License is a plus.

Responsibilities

• Serve as a second chair to the lead advisor in client meetings.
• Participate in and lead client service and review meetings.
• Prepare financial plans and planning materials for client meetings.
• Gather and analyze client financial information.
• Identify planning opportunities based on client needs and goals.
• Support planning conversations around retirement, investments, insurance, cash flow, and other areas of a client’s financial picture.
• Build strong relationships with existing clients and serve as a trusted point of contact.
• Prepare for client meetings and own follow-up and next steps.
• Support new client onboarding, account opening, asset transfers, and ongoing service requests.
• Coordinate with the lead advisor and internal team to resolve client needs.
• Maintain accurate client information, meeting notes, and follow-up within the CRM.
• Proactively make sure client needs and deliverables stay on track.

Skills

Wealth management

Client relationships

Financial planning

Communication

Organization

Tools

CRM software

Job description

Claire Myers Consulting in Texas is seeking an experienced Service Advisor to work closely with the lead advisor, manage and deepen existing client relationships, and participate in financial planning. This is a client-facing role that does not require building a new book of business, but offers hands-on planning, ongoing service, and coordination with the team.

Ideal candidates have 3 years of wealth management or financial services experience, Series 7 and 63 preferred, and strong