Join Our Dynamic Team at Crux Wealth Advisors!

Client Relationship Consultant

Crux Wealth Advisors, LLC (CWA) is a rapidly growing investment advisory firm partnered with Raymond James. We offer comprehensive financial services to guide individuals through all stages of life, from planning for their children's education to securing a comfortable retirement. We are currently seeking a Client Relationship Consultant to join our team and contribute to various aspects of our business operations.

Why Choose Us?

• Professional Development: At CWA, we prioritize your professional growth. We provide continuous training, mentorship, and opportunities for career advancement.

• Supportive Culture: Join a team that values collaboration, innovation, and a dedication to client success. Our inclusive and positive work environment ensures that you feel valued and supported.

• Exciting Opportunity: As a Client Relationship Consultant, you will engage with a diverse client base, collaborate with experienced financial advisors, and have a meaningful impact on clients' financial well-being.

• Hybrid Work Model: We promote work/life balance by offering a hybrid work environment, allowing you the flexibility to work both in-office and remotely. Enjoy the benefits of a flexible schedule while maintaining productivity and efficiency.

As a Client Relationship Consultant at Crux Wealth Advisors, you are a dedicated professional with a passion for client service and a keen eye for detail. In this role, you will be the primary point of contact for our clients, providing exceptional support and guidance throughout their financial journey.

Key Responsibilities:

• Client Advocate: Serve as a trusted advisor to our clients, addressing their inquiries, concerns, and requests with professionalism and empathy. Build strong relationships based on trust and integrity.

• Appointment Coordinator: Manage client appointments efficiently, ensuring all meetings are scheduled, confirmed, and documented accurately. Coordinate with team members to ensure seamless client interactions.

• Account Administrator: Oversee the administration of client accounts, including opening new accounts, updating existing information, and processing account-related paperwork promptly.

• Communication Specialist: Communicate effectively with clients, financial advisors, and internal team members to ensure clear and timely information exchange. Keep all parties informed of important updates and developments.

• Problem Solver: Proactively identify and address any issues or challenges that may arise in client accounts or interactions. Collaborate with team members to find solutions and provide exceptional service.

• Process Manager: Manage various account-related processes, such as cash distributions, Required Minimum Distributions (RMDs), annuity updates, and external account maintenance. Ensure all tasks are completed accurately and in compliance with regulations.

• Team Player: Work collaboratively with colleagues to support the overall success of the team and the firm. Contribute to a positive and inclusive work environment that values teamwork and mutual respect.

Qualifications:

• Minimum of 2 years in a client service or administrative role within the financial services industry.

• Strong organizational skills and attention to detail.

• Excellent interpersonal and communication skills.

• Ability to multitask and prioritize effectively.

• Knowledge of financial products and services, including IRAs, 529 plans, alternative investments, and annuities.

• Proficiency in basic mathematics for processing account and transaction information.

• Ability to work independently and as part of a team.

If you are a motivated individual with a passion for client service and a background in financial services, we invite you to apply for the Client Relationship Consultant position at Crux Wealth Advisors, LLC. Join us in helping our clients achieve their financial goals and secure their future. Apply now!

Full-time role starting at $50,000 per year, commensurate with experience and opportunity for discretionary bonus

8-hour shift, Monday to Friday

Equal Employment Opportunity