Assistant to Wealth Management Advisor

Our client is a well-established wealth management firm seeking an experienced Client Service Associate to support a successful Partner. This is an excellent opportunity for a career-minded professional who wants to find a long-term home. The firm has a family feel and close-knit culture, and the advisor is specifically looking for someone who values stability, longevity, and building lasting relationships. The ideal candidate will have demonstrated tenure and a genuine interest in building a career within wealth management.

• Salary: 100-130k + Bonus
• Mondays-Thursdays in office; Fridays remote

Responsibilities:

• Serve as a key point of contact for clients and provide exceptional customer service.
• Run financial reports and assist advisors with client-related needs.
• Interface with the broker/dealer to resolve account discrepancies.
• Open new accounts and manage all related documentation.
• Process incoming and outgoing funds.
• Schedule appointments with existing and prospective clients.
• Organize and maintain client files in accordance with compliance requirements.
• Handle day-to-day administrative and operational support for the advisor and clients.

Required Qualifications:

• 5+ years of experience in wealth management, financial services, or a brokerage environment; brokerage experience strongly preferred.
• Proven track record of career longevity and stability; the ideal candidate is not a job hopper.
• Experience with Advisor Getaway strongly preferred.
• Strong Microsoft Office skills, particularly Outlook, Word, and Excel.
• Experience with Salesforce CRM, ideally within a wealth management or brokerage environment.
• Bachelor’s degree preferred; Finance or related degree a plus.
• Exceptional client service and communication skills.
• Highly detail-oriented, organized, and able to manage multiple priorities.
• Ability to work efficiently and independently with minimal supervision.
• Professional and personable demeanor with the ability to communicate confidently with clients.
• Must successfully pass a background check

If you meet the required qualifications and are interested in this role, please apply today.

The Solomon Page Distinction Our teams, comprised of subject matter experts, develop an interest in your preferences and goals and we act as an advisor for your career advancement. Solomon Page has an extensive network of established clients which allows us to present opportunities that are well-suited to your respective goals and needs – this specialized approach sets us apart in the industries we serve.

About Solomon Page Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: solomonpage.com and connect with us on Facebook, and LinkedIn.

Opportunity Awaits.