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Seeking an Administrative Assistant to support the Founder of a boutique Wealth Management Advisory firm. Responsibilities include calendar management, client communication, prospect research, team support, and paperwork processing. Qualifications include 2+ years in Financial Services, client service experience, organizational skills, confidentiality, and insurance licensing.

The Operations Associate will be responsible for supporting a wealth management practice by handling client accounts, financial planning processes, and providing exceptional customer service. Key responsibilities include inputting trading, preparing account documents, servicing accounts, and communicating with advisors. Qualifications include strong communication skills, financial knowledge, organizational abilities, and a Bachelor's degree in finance or a related field. The compensation for this position is $50,000 - $60,000 per year.

Seeking a Lead Advisor to support a wealth management practice in Vail, CO. Responsibilities include conducting client meetings, managing client relationships, generating new business, and strategic planning. Ideal candidate has 1-5 years of financial services experience, a BA/BS Degree, and relevant certifications (CFP, CFA, MBA). Compensation range is $100,000 - $250,000 per year.