Wealth Planning Associate — Client Services

Sora Resource Group, LLC; Wexford (Allegheny County); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation

Collaborative team environment

Impactful work

Job summary

Sora Resource Group, LLC in Wexford, PA, is seeking a Client Service Associate to support a financial advisor and deliver comprehensive wealth management services to high-net-worth clients and institutions.

The role includes opening accounts, preparing documentation, CRM management, and creating presentations. A Bachelor’s degree and at least 2 years in financial services are required, with CFP pursuit encouraged.

Qualifications

• Bachelor’s degree required and willingness to pursue CFP or similar designation.
• Minimum of 2 years in financial services/investment advisory.
• Proficiency in financial planning and multi-asset investments.
• Proficiency with CRM systems and financial planning software.
• Experience with AdviserEngine, Schwab Advisor Center, and DocuSign is a plus.

Responsibilities

• Open new client accounts and prepare account documentation.
• Prepare meeting presentations using PowerPoint.
• Input data into financial planning and investment software.
• Manage the CRM (AdviserEngine).
• Process financial account applications on Schwab Advisor Center.

Skills

Financial planning

Relationship management

Excel

Communication skills

Education

Bachelor’s degree

Tools

Schwab Advisor Center

AdviserEngine

PowerPoint

DocuSign

MS Excel

Job description

Sora Resource Group, LLC in Wexford, PA, is seeking a Client Service Associate to support a financial advisor and deliver comprehensive wealth management services to high-net-worth clients and institutions.

The role includes opening accounts, preparing documentation, CRM management, and creating presentations. A Bachelor’s degree and at least 2 years in financial services are required, with CFP pursuit encouraged.