Top Tech Jobs & Startup Jobs

Partners with an established advisor to service, retain, and grow an existing client book. Builds trusted relationships, supports financial planning and investment discussions, manages client meetings, identifies wealth management opportunities, assists with transition planning, and collaborates with internal teams. Requires financial services experience, investment and retirement planning knowledge, active securities licenses, strong communication skills, and proficiency with Salesforce and financial planning software.

Executes and reviews equity, fixed income, options, mutual fund, and other securities transactions. Supports margin activity, corporate actions, trade reporting, execution quality reviews, error corrections, and clearing-firm requirements. Responds to representatives and clients, resolves account and trading issues, coaches representatives on procedures, and ensures compliance with FINRA, SEC, and company standards. Requires strong investment knowledge, customer service, communication, organization, and attention to detail.

Supports assigned financial advisors and clients by processing account paperwork, financial and non-financial requests, coordinating meetings, maintaining calendars, following up on outstanding items, preparing financial plan materials, managing client reviews, entering prospect leads, and assisting with marketing events. The role requires strong organization, customer service, communication, multitasking, CRM, Microsoft Office, and financial services knowledge.

Advise clients on insurance, investment, retirement, and financial planning products. Develop and nurture long-term client relationships, market services to university employees and other customers, pursue sales goals, and build an independent financial practice. Advisors receive back-office support and access to fee-based investment solutions and additional financial products.

Oversee creative and design projects from concept through completion, managing timelines, budgets, quality, vendors, and team performance. Develop creative strategies and content for marketing campaigns, websites, social media, presentations, and promotional materials. Lead and mentor design staff, implement AI-enabled design processes, analyze project performance, and improve workflows. Stay current with industry trends, customer behavior, and emerging technologies.