Wealth Planning & Client Experience Associate

San Blas Securities, LLC; Atlanta (GA); On-site; USD 70,000 - 95,000; Full time

Job summary

San Blas Securities, LLC is seeking an experienced Client Service Associate / Financial Planning Associate to join our private wealth management practice in Atlanta. You will work directly with the CEO and lead advisor, coordinating investment activity and building comprehensive financial plans to deliver an exceptional client experience.

The role blends client exposure with hands-on financial planning, requiring you to manage multiple relationships, maintain plans, and collaborate with external

Qualifications

• 3+ years of experience in wealth management or related environment.
• Direct experience working with high-net-worth individuals and families.
• Hands-on financial planning experience, including building/maintaining plans.
• Familiarity with taxable investment accounts, retirement accounts, trusts, and estate planning.
• Experience working with custodians and/or broker-dealer platforms.
• Strong CRM and organizational skills.
• Excellent client communication and relationship-management abilities.
• The ability to juggle multiple client relationships and priorities without dropping the ball.
• Deeper experience owning the financial-planning process.

Responsibilities

• Serve as primary day-to-day contact for high-net-worth clients.
• Build, update, and maintain comprehensive financial plans.
• Prepare cash-flow analyses, retirement projections, household balance sheets, and planning materials.
• Keep client objectives, risk tolerances, liquidity needs, and investment information current.
• Prepare clients and the advisory team for portfolio and financial-planning reviews.
• Coordinate account openings, transfers, distributions, contributions, RMDs, beneficiary changes, and other client requests.
• Work with custodians and broker-dealer platforms to keep accounts moving smoothly.
• Partner with clients' CPAs, attorneys, insurance professionals, and other outside advisors.
• Coordinate with investment consultant on portfolio implementation and changes.
• Track meeting follow-ups and ensure action items are completed.
• Maintain accurate CRM records and client documentation.
• Proactively identify client needs before the client asks.

Skills

Wealth management experience

Client relationship management

Financial planning

CRM proficiency

Tools

CRM software

Job description

San Blas Securities, LLC is seeking an experienced Client Service Associate / Financial Planning Associate to join our private wealth management practice in Atlanta. You will work directly with the CEO and lead advisor, coordinating investment activity and building comprehensive financial plans to deliver an exceptional client experience.

The role blends client exposure with hands-on financial planning, requiring you to manage multiple relationships, maintain plans, and collaborate with external