Client Service Associate (Licensed)

Registered Client Service Associate/Paraplanner

Are you a driven, organized, and a proactive professional who thrives in a fast-paced environment? Do you consistently go the extra mile and have a glass half-full attitude? If you’re passionate about delivering exceptional service and working with cutting-edge technology, we want to hear from you! WellBridge Wealth, located in Colchester VT is looking for a Registered Client Service Associate to join their team.

About:

At WellBridge Wealth, we don’t just manage wealth; we build financial futures, we build trust, we build relationships! We help individuals reach their financial goals with expertly built advice and tailored plans. Our mission is to “Build the bridge to your financial well-being”. Building something great isn’t easy, but with a culture of inspiration and collaboration, we believe anything is possible. We’re looking to build our team!

Working at WellBridge Wealth means being a part of a team where you can thrive both professionally and personally, with opportunities to build relationships, grow your skills, and contribute to a culture that values integrity, excellence, and community. Here, you’ll not only be part of a team; you’ll be an integral piece of our clients' life-changing journeys.

Our Culture:

• Supportive Colleagues: While each team member plays a specific role, the company emphasizes collaboration. Advisors, associates and operations work closely together, ensuring everyone is aligned and working toward a common goal: delivering exceptional financial planning and client service.
• Open Communication: There’s an emphasis on clear, transparent communication where everyone feels comfortable sharing ideas, asking questions, and offering feedback.
• Optimism: A positive, can-do attitude is contagious. The company prioritizes creating an atmosphere where employees can thrive in a happy and supported environment. Employees genuinely enjoy coming to work because of the culture and relationships they’ve built.
• Celebration/Recognition: There’s a lot of energy at WellBridge Wealth, and the team knows how to celebrate milestones, big and small. Whether it’s a successful quarter, achieving a goal, or personal accomplishments, success is recognized and celebrated as a team.
• Fun Events & Activities: The company offers regular social events to build camaraderie outside of work, from lunches to community volunteering and team-building activities.

Key Responsibilities:

• Client Service: Strengthen client relationships by collecting client information, addressing inquiries and supporting with strategy implementation.
• Trading and Money Movement: Execute trades, process transactions and monitor account performance.
• Financial Plan Preparation: Help develop and maintain client financial plans by gathering and updating data in financial planning software to assess current financial situations and determine financial goals.
• Operations: Ensure paperwork and applications are prepared, signed and submitted accurately.  
• Meeting Prep: Organize materials, document action items, and manage follow-ups.
• Client Education: Help clients navigate digital tools (e.g., eSignature, uploading documents, and accessing statements).

Experience, Education and Licensing Requirements:

• Education: Bachelor’s Degree or Higher
• Licenses: Series 7, 66 (or a combination of the 63 & 65)
• Preferred Experience: 3 years in financial services or wealth management and trading.
• Preferred Tools Experience: Salesforce, Thomson, Vestmark and MoneyGuide

Benefits & Compensation:

• Time Off: Generous paid time off for work-life balance.
• Financial Security: Competitive salary - $60K to $65K - dependent upon experience and licenses.
• Wealth Building: 401(k) with company match and Profit Sharing.
• Health & Wellness: Comprehensive health, dental, and life insurance plans, plus employee discounts.
• Growth Opportunities: Personal development initiatives and pathways to career progression.

Are you ready to elevate your career while crafting financial legacies? Send us your resume and cover letter. 

WellBridge Wealth is an equal opportunity employer, celebrating diversity and embracing talent from all walks of life. Join us and be part of our team!

Salary : $60,000 - $65,000