Wealth Management Operations & Client Service Associate B
Baton Rouge, LA (On-site, Full-Time)
Compensation: $60–75k DOE, plus bonus, medical benefits, and 401(k) match
About the Firm
Our client is a growing hybrid Registered Investment Advisor (RIA) firm with over $500 million in assets under management (AUM) and a positive and collaborative corporate culture. The firm provides comprehensive wealth management services to a primarily high-net-worth (HNW )client base, including retirement plans and business owners. Known for its strong reputation and relaxed yet professional environment, the firm is expanding and seeking a seasoned operations and client service professional to support continued growth.
This is a new position created due to the growth of the practice. The ideal candidate will bring a solid background in financial services operations, strong attention to detail, and a proactive, client-first mindset.
Key Responsibilities
Qualifications
Reporting Structure
This position reports to the COO/Director of Financial Planning and supports the entire advisory team, with a strong focus on operations, process improvement, and advisor efficiency.
Why Join This Firm?
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