Wealth Strategy & Client Experience Advisor

Jimmy Jazz; San Francisco (CA); On-site; USD 92,000 - 127,000; Full time

Benefits offered by this job

ESOP

Strong retirement plans

Tuition reimbursement

Healthcare/Dental/Vision coverage

Paid Time Off (PTO)

Job summary

NorthRock Partners is seeking a strategic Client Experience professional to deliver personalized financial guidance in collaboration with Advisors. You’ll support the development and execution of client strategies in a fast-paced, client-centric environment, using advanced planning tools and maintaining meticulous records.

The role requires 3–5 years in financial services, strong communication, and relevant certifications.

Qualifications

• Bachelor’s degree required or equivalent in finance/economics/accounting
• 3–5 years in financial services (B2B advisor support or client advising)
• Experience with financial planning software and CRM systems

Responsibilities

• Prepare and deliver client-ready meeting materials and follow-ups with Advisors
• Provide client-facing financial advice and support with Advisors
• Analyze and develop financial strategies using planning software
• Create and present customized financial plans
• Maintain high level of client service while managing multiple priorities
• Support account opening, transfers, and documentation processes
• Ensure AML, SEC, and internal policy compliance
• Maintain accurate client records and generate reports
• Collaborate with tax, estate, investment, and operations teams

Skills

Client-focused

Detail-oriented

Collaborative

Excellent communication

Education

Bachelor’s degree in Finance, Economics, Accounting, or related field

CFP or Series 65 (or equivalent) within 180 days

Tools

eMoney

MoneyGuidePro

RightCapital

CRM systems

Microsoft Office

Job description

NorthRock Partners is seeking a strategic Client Experience professional to deliver personalized financial guidance in collaboration with Advisors. You’ll support the development and execution of client strategies in a fast-paced, client-centric environment, using advanced planning tools and maintaining meticulous records.

The role requires 3–5 years in financial services, strong communication, and relevant certifications.