Wealth Planning & Client Services Associate
gemharvest executive recruitingArlington, VA
$60,000 - $90,000 per year
APPLY (opens in a new tab)Wealth Planning & Client Services Associate
gemharvest executive recruitingArlington, VAMid L4
$60,000 - $90,000 per year
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsPersonal Care and Service Workers, All Other
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesOther Individual and Family Services
APPLY NOW (opens in a new tab)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).
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Level
Mid L4
Salary
$60,000 - $90,000 per year
Location
Arlington, VA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday