Wealth Strategy Specialist — Client-Focused Advisor

Jimmy Jazz; Roseville (CA); On-site; USD 81,000 - 111,000; Full time

Benefits offered by this job

Company-funded ESOP

Strong retirement plans

Tuition reimbursement

Healthcare/Dental/Vision coverage

Generous PTO

Job summary

NorthRock Partners is seeking a client-focused, analytical financial professional to join our Client Experience team. You’ll partner with Advisors to develop, analyze, and deliver personalized financial strategies while supporting the operational execution of client recommendations.

The ideal candidate has 3–5 years of financial services experience, a Series 65 and/or CFP, and proficiency with eMoney, MoneyGuidePro, RightCapital, CRM systems, and Microsoft Office.

Qualifications

• Bachelor’s degree in finance, economics, accounting, or a related field.
• 3–5 years of financial services industry experience, including B2B support for Advisors and/or B2C direct financial advising.
• Series 65 and/or CFP® (or equivalent) required, or the ability to obtain within 180 days.
• Strong proficiency with financial planning software such as eMoney, MoneyGuidePro, or RightCapital, along with CRM systems and Microsoft Office Suite.
• Strong communication skills with the ability to explain moderately complex financial strategies clearly and effectively to clients.
• A client-first mindset and demonstrated ability to deliver an exceptional experience while managing multiple priorities.
• Understanding of financial industry regulations, documentation requirements, and internal compliance policies.
• Must be authorized to work in the United States
• Successful completion of a credit and criminal background check is required

Responsibilities

• Partner with team members and Advisors to prepare client-ready meeting materials, follow-up deliverables, and relationship management support for select clients
• Provide client-facing financial advice and support in collaboration with Advisors
• Analyze client needs and develop financial strategies using financial planning software
• Assist in creating and presenting comprehensive financial plans tailored to individual client goals
• Manage multiple competing priorities while maintaining a high level of client service and accuracy
• Support account openings, transfers, document processing, and other operational needs of the advisory team
• Ensure accuracy and compliance with AML, SEC, and internal firm policies and requirements
• Maintain client records, prepare reports, and track key client milestones
• Collaborate with Advisors, tax professionals, estate planning attorneys, investment professionals, and operations teams to execute integrated financial strategies

Skills

Client-Focused

Analytical

Detail-Oriented

Education

Bachelor’s degree in finance, economics, accounting, or a related field

Tools

eMoney

MoneyGuidePro

RightCapital

CRM systems

Microsoft Office

Job description

NorthRock Partners is seeking a client-focused, analytical financial professional to join our Client Experience team. You’ll partner with Advisors to develop, analyze, and deliver personalized financial strategies while supporting the operational execution of client recommendations.

The ideal candidate has 3–5 years of financial services experience, a Series 65 and/or CFP, and proficiency with eMoney, MoneyGuidePro, RightCapital, CRM systems, and Microsoft Office.