Role Overview
We are seeking a highly organized, proactive professional to support 1-2 wealth management advisor(s) and help deliver an exceptional client experience. This role is ideal for someone who enjoys building relationships, managing details, and acting as the trusted right hand to a busy advisor. You will own the advisor’s calendar, drive meeting preparation, follow up with clients, and ensure our service experience is seamless and efficient.
Key Responsibilities
- Own and manage the advisor’s calendar—proactively scheduling, confirming, and organizing all client meetings and calls.
- Serve as the advisor’s right hand: handle inbound calls, resolve client needs, and create a smooth, high-touch client experience.
- Conduct timely follow-up with clients and prospects to move tasks and opportunities forward.
- Prepare and assemble all meeting materials; manage meeting prep workflows and ensure the advisor is fully prepared.
- Maintain accurate client records and data across CRM and planning systems.
- Support client service requests including beneficiary updates, payments, policy changes, and illustration requests.
- Input and update financial planning information and assist with basic financial research as needed.
- Coordinate client engagement initiatives such as mailings, gifts, and event support.
- Contribute to process improvements, team projects, and general administrative support.
- Prioritize tasks and manage deadlines with strong organization and follow-through.
- If not already licensed, complete NY Life & Health, SIE, Series 7 & 63 within required timelines.
Recommended Requirements
Education & Experience
- Bachelor’s degree preferred (Business, Finance, Communications, or related field helpful but not required).
- 1–3 years of experience in client service, executive support, financial services, or another professional office environment.
- Experience managing calendars, coordinating schedules, or supporting a busy professional is a plus.
- Prior exposure to financial planning, insurance, investments, or professional services industries is beneficial but not required.
Skills & Competencies
- Exceptional organization, time management, and ability to juggle multiple priorities.
- Strong professional communication skills—both written and verbal.
- High level of follow-through and accountability; someone who naturally “takes ownership.”
- Warm, polished client-service mindset with the ability to build rapport quickly.
- Comfort learning new systems; experience with CRM platforms, Microsoft Office, or similar tools preferred.
- Strong attention to detail with the ability to maintain accuracy in all client records and tasks.
- Problem-solving skills and the ability to anticipate needs before they arise.
- Ability to work both independently and collaboratively within a team.
Licensing
- New York Life & Health license required within 90 days of hire (if not currently held).
- SIE, Series 7 and Series 63 required within 6–9 months of hire, with full support provided.
Personal Qualities
- Professionalism, discretion, and ability to handle sensitive client information.
- Positive, service-oriented attitude and willingness to pitch in wherever needed.
- Desire to grow long-term within the wealth management industry.
What We Offer:
- Full-time, in-office position (9:00 am – 5:00 pm, Monday-Friday)
- Competitive base salary
- Quarterly bonus (eligible after 3 months)
- 401(k) with company match
- Comprehensive health, dental, and vision insurance
- Group long-term disability insurance
- Paid time off
- Professional development opportunities and significant potential for growth
- Support for obtaining industry certifications (e.g.,Series 7, 63, CFP(r))
How to Apply:
Please visit our website (www.pointwealth.com) to learn more about our team. Qualified candidates should submit their resume and a brief cover letter explaining why they're a fit for this opportunity.
Join us in our mission to provide outstanding wealth management services while growing professionally in a dynamic and rewarding environment. Point Wealth Management is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
