Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

The Wealth Advisory Associate ensures the client experience runs smoothly across the advisory relationship. You’ll support senior advisors with meeting preparation, planning inputs, and post-meeting follow-through, while serving as a critical bridge between the Advisory and Operations teams. This role keeps the operational rhythm of the client calendar on track and ensures a consistent, high-quality experience for both advisors and clients. This role is ideal for someone who is highly organized, client-focused, and enjoys being at the center of a firm’s day-to-day advisory workflow in a boutique, high-touch environment.

Responsibilities

Prepare materials for senior advisors, including pre-meeting review packages, financial plan inputs, account data, and meeting agendas and outlines
Own internal and client-facing post-meeting follow-through; document and track action items to completion
Draft client-facing summaries for review by senior advisors
Field routine client inquiries (e.g., account access, distribution requests, beneficiary updates, basic performance questions) and escalate as needed
Serve as co-lead on select client relationships
Manage the operational rhythm of the client calendar and schedule reviews
Maintain overall CRM hygiene, including logging interactions, updating client profiles, and tagging follow-ups
Submit service requests to custodians
Serve as a critical bridge and liaison between the Advisory and Operations teams
Work directly with the Operations Analyst on account administration (e.g., new account openings, asset transfers, beneficiary changes, re-registrations)
Support the onboarding process for new clients by coordinating the handoff between the Advisory and Operations teams
Coordinate with Operations on trade-related matters that touch the client experience
Partner with Operations to ensure data integrity
Assist the COO and Operations team during peak operational periods, such as quarterly reporting cycles, year-end tax document distribution, and annual compliance reviews

Requirements

3-6 years of client service, advisory support, or operations experience in a financial advisory or wealth management setting
Exceptional attention to detail and organizational skills
Strong written and verbal communication
High integrity, discretion, and a client-first mindset
Proficiency with Microsoft Office
Experience with custodial platforms (e.g., Schwab Advisor Center)
Familiarity with CRM or reporting tools (e.g., Wealthbox, Addepar)
Interest in financial planning or investment management concepts
Comfort with in-office setting

Skills

Client service
Advisory support
Operations
Financial advisory
Wealth management
Attention to detail
Organizational skills
Written communication
Verbal communication
Integrity
Discretion
Client-first mindset
Microsoft Office proficiency
Custodial platforms
CRM
Reporting tools
Financial planning concepts
Investment management concepts

Location

4 days in office, 1 day remote

Work Type

Hybrid

Experience Level

3-6 years

Education Level

Bachelor’s degree in business, finance, or related field
CFP, CFA, or advanced degree preferred

Salary/Compensations

$100k-$125k

Benefits

Performance-based annual bonus tied to individual and team performance
Comprehensive health, dental, and vision insurance
Retirement plan
Professional development and continuing education support
Flexible work arrangements and paid time off

About the Company

Collaborative Capital Advisors is an independent, fast-growing RIA providing sophisticated financial solutions and family office services to distinguished families and institutions.
Founded and led by a partnership with clear growth ambitions, the firm is building for scale — expanding its client base, deepening its service offering and investing in the people and infrastructure needed to serve ultra-high-net-worth clients at the highest level.
The firm is supported by an advisory board and a circle of accomplished, high-profile individuals from various corners of the financial world who lend their expertise, judgment and relationships to CCA in a variety of ways.
This network of distinguished backers strengthens everything from strategic direction and investment perspective to client introductions and access, giving our advisors and clients the benefit of insight and reach well beyond a firm of our size.
We pride ourselves on translating that collective stature into a personalized, white-glove experience grounded in fiduciary responsibility and long-term value creation.

Equal Opportunity

Collaborative Capital Advisors is an Equal Opportunity Employer committed to building a diverse and inclusive workplace where all team members can contribute to their full potential.