Wealth Planning - Client Service Associate (CFP Track)

Joseph Michaels International; Wexford (Allegheny County); On-site; USD 52,000 - 66,000; Full time

Job summary

Joseph Michaels International is seeking a Client Service Associate – Financial Planning to support our wealth management team in Wexford, PA. You will handle daily administration, client communications, and data entry across planning tools, CRM, and broker systems.

The role emphasizes delivering excellent service to high-net-worth clients, with opportunities to advance toward CFP designation and grow with a collaborative, client-focused firm.

Qualifications

• Bachelor’s degree is required.
• Willingness to obtain CFP or comparable designation.
• Minimum 2 years of experience in financial services/investment advisory.
• Proficiency in financial planning software and investment knowledge.

Responsibilities

• Open new client accounts and process documentation for advisor’s business.
• Prepare meeting presentations using PowerPoint.
• Input client and investment data into planning and analysis software.
• Maintain client information in CRM (AdviserEngine) and ensure compliance.
• Process financial account applications on Schwab Advisor Center.

Skills

MS Excel

Communication skills

Relationship management

Financial planning software

Education

Bachelor’s degree

Tools

AdviserEngine

Schwab Advisor Center

DocuSign

PowerPoint

Job description

Joseph Michaels International is seeking a Client Service Associate – Financial Planning to support our wealth management team in Wexford, PA. You will handle daily administration, client communications, and data entry across planning tools, CRM, and broker systems.

The role emphasizes delivering excellent service to high-net-worth clients, with opportunities to advance toward CFP designation and grow with a collaborative, client-focused firm.