What are the responsibilities and job description for the Client Service Associate position at RIA Recruiting?
About Flourish
Flourish Wealth Management is a dynamic and growing independent, fee-only boutique wealth management firm based in Edina, Minnesota. We offer comprehensive wealth management services that seamlessly integrate life planning with financial planning, with a focus on impact and sustainable investing. As fiduciaries, our team is dedicated to prioritizing our clients' best interests, guiding our decision-making process, and fostering a culture of long-term, caring, and trusted relationships.
At Flourish, we are committed to continuous learning, personal development, and team building. We engage an external professional to help us understand our individual strengths, enhance our communication skills, and leverage those individual strength to enhance our team-oriented culture.
Job Description
Do you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment, and committed to exceeding client expectations? Would you be excited to join an entrepreneurial environment that embraces new solutions and new technology?
We are looking for a Client Service Associate who embraces our values and is committed to helping our clients and our team. The Client Service Associate will work closely with the Wealth Management Team to prepare and deliver comprehensive financial plans to our clients.
Find out more about Flourish and learn more about our Core Values : Bring Passion and Excellence in Everything We Do, Make a Difference, Grow and Share Our Experience and Insights, Take Initiative and Be Resourceful, and Appreciate & Celebrate at flourishwealthmanagement.com
Salary and Benefits
- Base Salary $60,000 - $75,000 based on experience
- Incentive bonus compensation of up to 10% of salary conditioned on firm revenue and individual goals
- 401(k) plan with employer contribution
- Medical plan, Dental Plan, and Health Savings Account employer contribution
- Employer paid long term disability coverage
- Unlimited PTO plus company-wide bonus holiday week
- 10 paid company holidays
- Hybrid Position with 2-3 days per week in office in Edina, Minnesota
- Firmwide communications training and career development
- Bi-weekly education meetings focused on learning and Diversity Equity and Inclusion (DEI) initiatives
- Personalized development plans in coordination with outside resources
- Paid time off for volunteer opportunities
- Time to Appreciate and Celebrate!
Duties and Responsibilities include :
Position Requirements :
The ideal candidate is a strategic problem-solver and relationship-builder who thrives in a client-centric, high-touch environment and takes ownership of their work.
The Process
Qualified candidates will start the process by having a 15- to 30-minute zoom interview conducted by our consultant (the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates may be asked to take assessments.
We are a woman-owned business and are committed to promoting diversity and inclusion in our hiring process, and we are proud to be an equal opportunity employer.
Salary : $60,000 - $75,000
