Wealth Planning & Client Services Associate

GemHarvest Executive Recruiting; Fort Worth, Arlington, Dallas (TX, TX, TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

401(k)

Job summary

A boutique wealth management firm in the Dallas-Fort Worth Metroplex seeks a Client Services Associate to support Private Wealth Clients and Advisors. Responsibilities include planning support, meeting preparation, and maintaining financial plans. This role requires a Bachelor’s Degree and 3+ years experience in Client Service Operations. The firm offers competitive compensation ranging from $60,000 to $90,000, with additional bonuses and strong benefits including medical insurance and 401(k).

Qualifications

• 3+ years experience in Client Service Operations within Financial Services or at an RIA.
• Hands-on experience with eMoney and a modern CRM.
• Series 7 or 66 or Series 65 preferred; CFP coursework/designation is a plus.

Responsibilities

• Prepare and manage meeting logistics and follow-ups for advisors.
• Maintain and update financial plans in eMoney.
• Coordinate client onboarding processes on the LPL platform.

Skills

Client Service Operations

Teamwork

Work-life balance

Education

Bachelor’s Degree

Tools

eMoney

WealthBox

LPL systems

Job description

A boutique wealth management firm in the Dallas-Fort Worth Metroplex seeks a Client Services Associate to support Private Wealth Clients and Advisors. Responsibilities include planning support, meeting preparation, and maintaining financial plans. This role requires a Bachelor’s Degree and 3+ years experience in Client Service Operations. The firm offers competitive compensation ranging from $60,000 to $90,000, with additional bonuses and strong benefits including medical insurance and 401(k).