Current Job Opportunities 

Client Service Associate

The Client Service Associate supports the firm’s objective of building caring relationships that empower those we serve to lead fulfilling lives. They help accomplish this by providing operational and administrative support to Financial Planners and Associate Financial Planners in the development of comprehensive financial plans and service to our clients. The Client Service Associate will gain experience to qualify them to advance to the Associate Financial Planner position. 

Essential Functions:

  • Update information in financial planning and investment management software programs
  • Prepare client paperwork related to their investment accounts under management
  • Help prepare reports for Associate Planners in the preparation of financial plans and investment reviews
  • Help update and maintain information in customer relationship management (CRM) program
  • Assist in the development and improvement of client service operational workflows
  • Help the Associate Planners complete various follow-up actions after client meetings
  • Help maintain and update financial information and account connections for Client Portals
  • Assist with scheduling client meetings as needed
  • Assist with ad hoc projects for Associate Planners and lead Financial Planners as needed


  • Ability to prioritize tasks and work in a deadline-driven environment
  • Strong interpersonal skills and the ability to communicate with clients
  • Desire to collaborate and work in a team environment
  • Strong written and verbal communication skills
  • Ability to problem-solve and improve processes
  • Strong technical skills and ability to learn new technologies

Required Education and Experience:

  • Bachelor’s degree in finance or business-related field of study
  • Work experience in financial field is preferred


$40,000 to $50,000 /year


To apply, please email a copy of your resume and why you are interested in the job to Jason Gunkel at