Wealth Management Client Associate

Valorous Advisors is a boutique wealth management firm dedicated to delivering highly personalized, advice-driven financial guidance to a select group of families and business owners. We pride ourselves on exceptional client service, operational excellence, and a collaborative team environment where integrity, accountability, and care for our clients come first.

Requirements

• Serve as a primary point of contact for wealth management clients, delivering timely, professional, and high-touch service
• Support advisors in preparing for client meetings, including updating financial plans, portfolio reviews, and meeting materials
• Coordinate client meetings, prepare agendas, and ensure all relevant documentation is complete and up to date
• Document client interactions, meeting notes, and follow-up tasks accurately within the firm’s CRM and planning systems
• Assist with account administration, including account openings, transfers, money movement, and general servicing needs
• Maintain accurate client records, financial data, and documentation across planning, portfolio, and custodial platforms
• Execute post-meeting follow-ups and ensure all client action items are completed in a timely manner
• Utilize firm technology and workflows to manage tasks efficiently and support operational excellence
• Adhere to firm policies, compliance standards, and confidentiality requirements while supporting ongoing professional development

Benefits

• Paid time off and paid holidays
• Health, life, and disability insurance
• Retirement plan with employer contributions
• Profit sharing opportunities
• Support for professional development and continuing education