Geometric Wealth Advisors, LLC
Jobs at Geometric Wealth Advisors, LLC
Let Your Resume Do The Work
Upload your resume to be matched with jobs you're a great fit for.
Success! We'll use this to further personalize your experience.
Recently posted jobs
Fintech • Professional Services • Financial Services
Manage end-to-end client operational workflows including onboarding, account maintenance, and custodial communications. Maintain and enhance CRM workflows (PractiFi), update portfolio data (Orion), process client forms and e-signatures, coordinate with custodians (Charles Schwab), and continuously improve operations. Support recruiting and training on the Operations team and act as a reliable, service-oriented administrative partner for planners and advisors.
