Join a locally owned financial planning firm as a Client Services Financial Associate and take steps to grow your career in our client-focused professional environment!

ABOUT US

We’re a local financial planning firm with national reach, proudly supported by Commonwealth Financial Network, a premier RIA–Broker/Dealer. We are dedicated to helping clients achieve their financial goals with exceptional service, personalized strategies, and a client-first approach.

ABOUT THE ROLE

We’re seeking an on-site Client Services Financial Associate to provide service and administrative support to our clients and Founder. This client-facing role is vital to creating a positive experience for our clients and ensuring the office runs smoothly.

WHAT YOU’LL DO

• Assist clients and Advisor with account setup and paperwork.
• Prepare reports and materials for client meetings.
• Maintain accurate client records in our CRM and shared systems.
• Schedule appointments and follow up on transactions.
• Support marketing initiatives, including email campaigns and materials.
• Ensure compliance with firm and industry requirements.
• Help create a welcoming, professional office environment.