Wealth Planning Client Services Associate — CFP Path

Sun Recruiting, Inc.; Wexford (Allegheny County); On-site; USD 42,000 - 65,000; Full time

Job summary

Sun Recruiting, Inc. is recruiting on behalf of a distinguished wealth management and registered investment advisory firm in Wexford, PA, for a Client Service Associate.

The role supports a financial advisor by handling daily administration, client onboarding, and documentation, with exposure to high-net-worth clients and institutions. Ideal candidates hold a Bachelor’s degree and are working toward CFP or a similar designation, with 2+ years in financial services, strong Excel proficiency, and

Qualifications

• Requires a Bachelor's degree and willingness to pursue CFP or comparable designation.
• At least 2 years in financial services or investment advisory.
• Strong financial planning knowledge across asset classes.

Responsibilities

• Open new client accounts and process account documentation.
• Prepare meeting presentations using PowerPoint.
• Enter data into financial planning software and manage client information.
• Maintain CRM records in AdviserEngine and process Schwab Advisor Center applications.

Skills

Relationship management

Communication skills

Organizational skills

Financial planning knowledge

Education

Bachelor's degree

Tools

AdviserEngine

Schwab Advisor Center

DocuSign

PowerPoint

MS Excel

Job description

Sun Recruiting, Inc. is recruiting on behalf of a distinguished wealth management and registered investment advisory firm in Wexford, PA, for a Client Service Associate.

The role supports a financial advisor by handling daily administration, client onboarding, and documentation, with exposure to high-net-worth clients and institutions. Ideal candidates hold a Bachelor’s degree and are working toward CFP or a similar designation, with 2+ years in financial services, strong Excel proficiency, and