Innovations PSI
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$90,000.00/yr - $100,000.00/yr Our client is seeking a highly-motivated, dedicated, and detail-oriented professional to join their financial advisory team in supporting high net-worth clients with comprehensive financial planning and exceptional service. This position is ideal for someone passionate about personal finance, client relationships, and continuous learning in a collaborative environment. Responsibilities: Collaborating with the firm's team to deliver tailored financial solutions that align with each client’s needs. Assist in portfolio management operations including trade execution support, account reviews, and data reconciliation. Manage client billing cycles with accuracy and ensure timely processing through internal systems. Support the planning and execution of educational and outreach events within the local community, representing the firm with professionalism and care. Build and refine financial plans using planning tools and software. Coordinate and compile reports, meeting materials, and documentation to ensure client interactions are well-organized and impactful. Qualifications: Bachelor’s degree, preferably in finance, economics, accounting, or a related discipline. At least 1 year of experience in financial services, wealth management, or a similar client-facing role. Familiarity with financial planning platforms and CRM systems is a plus. Experience with portfolio management tools and billing systems is preferred. Proficiency in Excel and strong general computer skills. Interest in pursuing professional certifications (e.g., CFP) and increasing responsibility over time. Strong communication skills, both written and verbal. High emotional intelligence, with a client-first mindset and collaborative spirit. Organized and efficient, with the ability to manage multiple priorities and deadlines. Adaptable to working in a fast-paced, entrepreneurial environment. Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
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$90,000.00/yr - $100,000.00/yr Our client is seeking a highly-motivated, dedicated, and detail-oriented professional to join their financial advisory team in supporting high net-worth clients with comprehensive financial planning and exceptional service. This position is ideal for someone passionate about personal finance, client relationships, and continuous learning in a collaborative environment. Responsibilities: Collaborating with the firm's team to deliver tailored financial solutions that align with each client’s needs. Assist in portfolio management operations including trade execution support, account reviews, and data reconciliation. Manage client billing cycles with accuracy and ensure timely processing through internal systems. Support the planning and execution of educational and outreach events within the local community, representing the firm with professionalism and care. Build and refine financial plans using planning tools and software. Coordinate and compile reports, meeting materials, and documentation to ensure client interactions are well-organized and impactful. Qualifications: Bachelor’s degree, preferably in finance, economics, accounting, or a related discipline. At least 1 year of experience in financial services, wealth management, or a similar client-facing role. Familiarity with financial planning platforms and CRM systems is a plus. Experience with portfolio management tools and billing systems is preferred. Proficiency in Excel and strong general computer skills. Interest in pursuing professional certifications (e.g., CFP) and increasing responsibility over time. Strong communication skills, both written and verbal. High emotional intelligence, with a client-first mindset and collaborative spirit. Organized and efficient, with the ability to manage multiple priorities and deadlines. Adaptable to working in a fast-paced, entrepreneurial environment. Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
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We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr