Client associate • austin tx
Client Services & Operations Associate.Boutique Wealth Management Firm | Austin, TX | Hybrid | $45,000 - $65,000.We are a boutique, fiduciary wealth manageme... Show more
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We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support.Our advisor-focused culture is built on innovation and advocacy, ... Show more
The average salary range is between $ 41,950 and $ 97,500 year , with the average salary hovering around $ 55,000 year .
The average salary range is between $ 39,000 and $ 79,995 year , with the average salary hovering around $ 50,647 year .
Client Services & Operations Associate
Boutique Wealth Management Firm | Austin, TX | Hybrid | $45,000 - $65,000
ABOUT THE FIRM
We are a boutique, fiduciary wealth management firm serving successful families, business owners, and professionals through multi-generational financial planning strategies integrating investments, insurance, tax planning, and estate planning. Our team is small by design, and every person we hire directly impacts the quality of service our clients receive.
THE OPPORTUNITY
This is a planning operations role, not a call center or sales position. You will work alongside our CFP® founder supporting life-changing financial decisions for real clients, part client service, part financial analysis, part operational leadership. We are looking for a self-directed mid-level professional who absorbs new processes quickly, takes full ownership of their responsibilities, and holds themselves to a high standard of accuracy and professional follow-through.
WHAT YOU'LL DO
Client Services
Financial Planning Operations
Operations & Practice Growth
WHAT WE'RE LOOKING FOR
COMPENSATION & BENEFITS
This firm is an equal opportunity employer. All employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, or any other characteristic protected by applicable law. This position is with an independent financial planning firm.
