wealth management associate

Commerce Bank

<div>About Working at Commerce
Building a career here is more than just steps on a ladder. It&rsquo;s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn&rsquo;t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you&rsquo;ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You&rsquo;ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let&rsquo;s talk. 
Compensation Range
Hourly: $23.80 - $27.65 (Amount based on relevant experience, skills, and competencies.)
For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client&rsquo;s financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.
About This Job
The main purpose of this job is to support the Private Client Advisors who are accountable for the delivery of wealth management advisory services to high net worth clients of Commerce Trust.
Essential Functions<ul><li>
Perform service and fulfillment activities to meet the needs and expectations of Commerce Trust clients</li><li>
Act as an additional point of contact within the client relationship team for clients and act as the backup contact for clients in the PCAs absence</li><li>
Assist with account administration, document review, fund transfers, discretionary actions and coordination for tax preparations with minimal supervision</li><li>
Maintain a professional presence and approach with a strong desire to exceed client expectations</li><li>
Identify opportunities for expansion of relationships with existing clients</li><li>
Perform other duties as assigned</li></ul>
Knowledge, Skills &amp; Abilities Required<ul><li>
Basic knowledge of wealth management services and products</li><li>
Demonstrated superior customer service skills and the ability to work independently</li><li>
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities</li><li>
Client centric and desire to exceed client expectations</li><li>
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values</li><li>
Positive attitude and ability to work independently to accomplish job responsibilities with minimal supervision</li><li>
Professional presence and approach and desire to exceed client expectations</li><li>
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills</li><li>
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values</li><li>
Intermediate level proficiency with Microsoft Word, Excel and Outlook</li></ul>
Education &amp; Experience<ul><li>
High School Diploma or equivalent combination of education and experience required. Associate degree in related field preferred.</li><li>
2+ years of office experience required</li><li>
Financial institution experience preferred</li><li>
Open to continuing education and development with desire to expand responsibilities</li></ul>
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Private Client Advisor Associate job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $23.80 to $27.65 per hour.
#LI-AC1
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits.
Location: 1345 E. Battlefield St, Springfield, Missouri 65804
Time Type:
Full time</div>

Private Client Advisor Associate

SignalPoint Asset Management

Job Title: Associate Financial PlannerLocation: Springfield, MOJob Type: Full-TimeAbout UsAt SignalPoint, we are dedicated to helping individuals and families across the Ozarks achieve their long-term financial goals. Located in Springfield, Missouri, we pride ourselves on delivering comprehensive, fiduciary wealth management with a deeply personalized touch. We believe that financial planning is about more than just numbers; it&rsquo;s about building lasting relationships and actively investing in the community we call home.Position OverviewWe are seeking a highly motivated and relationship-driven Associate Financial Planner to join our growing team. In this dynamic role, you will be the connective tissue between our lead advisors, our clients, and the Springfield community. You will assist in the development of financial plans, provide white-glove service to our existing clientele, and act as a brand ambassador to expand our firm's local footprint.This is an ideal opportunity for an emerging financial professional who is on the path to becoming a CFP&reg; and wants to build a career balancing finance with high-impact human connection.Key Responsibilities1. Financial Planning &amp; AnalysisCollaborate with Lead Advisors to gather client data, analyze financial situations, and co-develop comprehensive financial plans.Utilize financial planning software (RightCapital) to build out retirement projections, tax strategies, and estate planning models.Assist in portfolio research, investment analysis, and the preparation of asset allocation proposals.Prepare detailed meeting agendas, financial plan updates, and post-meeting action plans for client reviews.2. Client Service &amp; Relationship ManagementServe as a primary point of contact for client inquiries, ensuring prompt, empathetic, and accurate resolutions to their requests.Manage the client onboarding process, ensuring new clients experience a seamless transition to our firm.Maintain and update client records and workflows in our CRM to ensure accurate tracking of client milestones and communications.Anticipate client needs by monitoring account activity, RMDs (Required Minimum Distributions), and cash flow requirements.3. Community Engagement &amp; OutreachRepresent SignalPoint at local networking events, such as the Springfield Area Chamber of Commerce meetings, local rotary clubs, and young professional groups (e.g., The Network).Assist in planning, coordinating, and executing client appreciation events and educational seminars in the Springfield area.Identify and cultivate partnerships with local nonprofits and charities that align with the firm&rsquo;s community values.Contribute ideas for local marketing initiatives and community-focused social media content.QualificationsEducation: Bachelor&rsquo;s degree required, preferably in Finance, Personal Financial Planning, Business, or Economics.Licensing/Certifications: Series 65 (or 7 and 66) active, or the ability to obtain within the first 90 days of employment.Skills:Exceptional interpersonal and communication skills (both written and verbal).High attention to detail and strong organizational capabilities.Proficiency with Google Workspace; experience with industry CRM and financial planning software is a major plus.Local Connection: A strong desire to live, work, and build a long-term network in Springfield, MO, and the broader Southwest Missouri region.What We OfferCompetitive base salary commensurate with experience, plus performance-based bonus opportunities.Comprehensive benefits package including health, dental, and vision insurance.Retirement plan with an employer match.Generous Paid Time Off (PTO) and paid holidays.Financial support and dedicated study time for the CFP&reg; exam and other relevant industry designations.A collaborative, mentorship-focused culture designed to help you grow into a Lead Advisor role.Pay: $50,000.00 - $60,000.00 per yearBenefits:<ul><li>Dental insurance</li><li>Financial planning services</li><li>Health insurance</li><li>Professional development assistance</li><li>Retirement plan</li></ul>Work Location: In person

Associate Financial Planner

Qatar National Bank

<div></div><div><div><ul><li><div>Business Unit
</div><div>QNB - Qatar
</div></li><li><div>Division
</div><div>Asset &amp; Wealth Management
</div></li><li><div>Department
</div><div>Asset &amp; Wealth Management
</div></li><li><div>Location
</div><div>Doha, Qatar
</div></li><li><div>Closing Date
</div><div>31-Dec-2026
</div></li></ul></div><div><div><h5 class="jobSectionHeader">About QNB</h5>
Established in 1964 as the country&rsquo;s first Qatari-owned commercial bank, QNB Group has steadily grown to become the largest bank in the Middle East and Africa (MEA) region.
QNB Group&rsquo;s presence through its subsidiaries and associate companies extends to more than 31 countries across three continents providing a comprehensive range of advanced products and services. The total number of employees is more than 28,000 serving up to 20 million customers operating through 1,000 locations, with an ATM network of 4,300 machines.
QNB has maintained its position as one of the highest rated regional banks from leading credit rating agencies including Standard &amp; Poor&rsquo;s (A), Moody&rsquo;s (Aa3) and Fitch (A+). The Bank has also been the recipient of many awards from leading international specialised financial publications.
Based on the Group&rsquo;s consistent strong financial performance and its expanding international presence, QNB currently ranks as the most valuable bank brand in the Middle East and Africa, according to Brand Finance Magazine.
QNB Group has an active community support program and sponsors various social, educational and sporting events.
</div></div><div><div><div><h5 class="jobSectionHeader">Job Summary :
</h5></div><div>The incumbent will be primarily responsible for supporting relationships with High Net Worth (HNW) customers allocated, including members of the Ruling Family and Government officials and acting as a &lsquo;one-stop solution&rsquo; for all Private Banking services including international and domestic banking and investment, fiduciary and lending services. The incumbent will liaise with the respective departments / units within the Group to ensure priority processing of customer needs/ requests.
</div></div><div><div><h5 class="jobSectionHeader">Main Responsibilities :</h5>
</div><div>A. Shareholder &amp; Financial:<ul><li>Assist the evaluation of Private Client&rsquo;s financial data and / or investment objectives based on the client&rsquo;s risk profile</li></ul>
and personal financial statements.<ul><li>Assist in implementation of strategies to achieve all volume, revenue, and profit targets for the Private Banking (HNW)
</li></ul>segment.<ul><li>Implements KPI&rsquo;s and best practices for Associate Private Banking Sales role.</li><li>Promote cost consciousness and efficiency and enhance productivity, to minimise cost, avoid waste, and optimise
</li></ul>benefits for the bank.<ul><li>Act within the limits of the powers delegated to the incumbent.</li></ul>
B. Customer (Internal &amp; External):<ul><li>Responsive to the needs of the customer base and lead the customer focus initiative in the entire department.</li><li>Act as point of contact for all International and domestic Private Banking services pertaining to HNW customers and
</li></ul>increase their portfolio of Assets and Liabilities with the bank.<ul><li>Ensure customer complaints are handled / resolved in the most expeditious manner.</li><li>Supports visits to HNW customers to strengthen relationships through personalized interaction.</li><li>Market the Group&rsquo;s products and services to the HNW customers (includes the Ruling Family members and the
</li></ul>Government officials).<ul><li>Assist new business development by identifying prospective clients and cross sell a wide variety of Private Banking
</li></ul>products and services including a comprehensive range of credit and investment services.<ul><li>Build and maintain strong and effective relationship with all other related departments and units to ensure priority
</li></ul>processing and resolution of the needs / queries of such customers including any related operational issues and thereby
facilitate achievement of the Group&rsquo;s goals / objectives.<ul><li>To assist customers in all their queries on Bank&rsquo;s product and seek solution to their requests.</li><li>Maintain activities in accordance with Service Level Agreements (SLAs) with internal departments/units to achieve
</li></ul>improvements in turn-around time.<ul><li>Build and maintain strong/effective relationships with related departments/units to achieve the Group&rsquo;s objectives.</li><li>Provide timely/accurate data to external/internal Auditors, Compliance, Financial Control and Risk when required.</li></ul>
C. Internal (Processes, Products, Regulatory):<ul><li>Provide inputs and market feedback to the SVP Private Banking Sales for developing a credible set of products to
</li></ul>attract and retain valuable customers and thereby increase market share and profitability.<ul><li>Maintain and expand the HNW customer base through introduction of innovative products backed by provision of
</li></ul>superior services.<ul><li>Ensure processes are in place for launch of new products tailored for the HNW customer segment, including the smooth
</li></ul>launch of the same.<ul><li>Ensure the approved policies and procedures governing account opening operations (deposit and loan accounts) are
</li></ul>adhered to with respect to the documentary and other requirements, including any pertinent legal requirements.<ul><li>Provide timely and accurate information to the external and internal auditors and the Compliance function as and when
</li></ul>required on the HNW customer base.
D. Learning &amp; Knowledge:<ul><li>Possess sound knowledge of the private banking business, its products and related risks together with a good
</li></ul>knowledge of operations and control.<ul><li>Proactively identify areas for professional development of self and undertake development activities.</li><li>Seek out opportunities to remain current with all developments in professional field.</li></ul>
E. Legal, Regulatory, and Risk Framework Responsibilities:<ul><li>Comply with all applicable legal, regulatory and internal compliance requirements including, but not limited to, Group
</li></ul>Compliance Policies and Procedures (AML &amp; CTF, Sanctions Policy, Data Protection Policy, Fraud Control Policy,
Whistle Blowing Policy, Conflict of Interest and Insider Dealing Policy).<ul><li>Understand and effectively perform your role under the Three Lines of Defence principle to identify measure, monitor,
</li></ul>manage and report risks.<ul><li>Ensure systematic good outcomes for clients in accordance with Conduct Risk policy.</li><li>Support the framework of RCSA, KRI, Incident reporting and remediation, as appropriate, in accordance with the
</li></ul>Operational Risk Management requirements.<ul><li>Maintain appropriate knowledge to ensure full qualification to undertake the role.</li><li>Complete all mandatory training provided by the Bank, attain, and maintain the required levels of competence.</li><li>Attend mandatory (internal and external) seminars as instructed by the Bank.</li></ul>
F. Other:<ul><li>Ensure high standards of data protection and confidentiality to safeguard commercially sensitive information.</li><li>Maintaining utmost confidentiality concerning customer and internal bank information obtained during the course of
</li></ul>business and provide such information on a need to know basis only to Senior Management of QNB, Audit and
Compliance functions, and relevant Regulators.<ul><li>Maintain high professional standards to uphold QNB's reputation and to strengthen its market leadership position.</li><li>All other ad hoc duties/activities related to QNB that management might request from time to time.</li></ul>
</div></div><div><div><h5 class="jobSectionHeader">Education and Experience Requirements :
</h5></div><div><ul><li>Bachelor's degree University Graduate/ preferred with a Major in Marketing, Banking, Finance, Accounting, Economics, Business Administration</li><li>Financial Lending related courses</li><li>No experience required, entry level role.</li><li>Excellent oral and written communication skills (including report writing) in English and Arabic.</li><li>Good interpersonal and presentation skills.</li><li>Understanding of the relevant laws, regulations, and practices.
</li><li>Ability to make decisions and follow through with initiatives.
</li><li>Personal integrity and self-management.</li><li>Planning, organizing, and analytical ability.</li><li>Results oriented.</li><li>Strong analytical skills and the ability to communicate both verbally and in writing with all levels of management.</li><li>Good understanding of the Private Banking (HNW) customer base, its needs and expectations.</li><li>Follows a customer-centric approach.</li><li>In-depth knowledge of products, services and delivery channels available to HNW customers.</li><li>Self-driven individual with the ability to make decisions and follow through with initiatives.</li><li>Personal integrity and self-management.</li><li>Assertive.</li><li>Planning, organizing and analytical ability.</li><li>Results oriented.</li><li>Ability to motivate and lead teams from diverse cultural backgrounds.</li></ul>
</div></div><div><div><h5 class="jobSectionHeader">Note: you will be required to attach the following:</h5>
</div><div><div><ul><li>Resume/CV</li></ul>
<ul><li>Copy of Passport or QID
</li></ul><ul><li>Copy of Education Certificate
</li></ul><ul><li>Birth Certificate</li></ul></div></div></div></div></div><div></div>

Associate Private Banking Sales

Pendleton Street Advisors

PENDLETON STREET BUSINESS ADVISORSClient Success AssociateFull-Time &middot; Hybrid &middot; Columbia, SCWe fix business finance headaches. That's the short version of what we do at Pendleton Street. The longer version involves helping business owners make smarter decisions at every make-or-break milestone &mdash; valuations, forecasts, exits, succession, and everything in between.We're a small, focused team. And right now, we need someone who can be the nerve center that holds it all together.THE ROLEThis is not your typical admin job. It's also not a sales role &mdash; you won't be schmoozing clients or pitching anything. What you will be is the person who makes everything run.Think of it as equal parts project manager and operational backbone. One day you're preparing meeting materials and coordinating client onboarding. The next you're tracking account transfers, troubleshooting a custodian issue, and keeping an advisor's calendar from falling apart. The common thread: you're the one who catches what others miss and makes sure nothing slips through the cracks.The right person for this role loves being in the middle of the action &mdash; not in the spotlight, but in the engine room. High trust. High skill. High drive. You take pride in being the person others count on when things need to be done right, and fast, with minimal hand-holding.We'd also love for this role to be a launching pad. If you're interested in growing toward a Paraplanner designation or other financial planning certifications, we want to support that path.WHAT YOU'LL ACTUALLY DOClient Service &amp; Communication<ul><li>Be the first point of contact for client inquiries &mdash; phone, email, in-person. You represent the firm every time you pick up. This isn&rsquo;t menial work, you&rsquo;re the front door to the firm.</li><li>Own the new client onboarding experience: paperwork, documentation, coordination. Make it seamless and enjoyable for our newest clients.</li><li>Keep the filing system (digital and physical) organized and accurate. If it's a mess, fix it. And let the team know.</li></ul>Operations &amp; Account Management<ul><li>Process investment account openings, money movements, distributions, beneficiary updates &mdash; the works. Training provided.</li><li>Run daily transaction checks on incoming and outgoing funds.</li><li>Track pending work product or follow up items and follow through until they're done.</li><li>Work with custodians (like Schwab) to resolve issues without drama.</li></ul>Advisor Support<ul><li>Prep meeting materials, reports, and client review docs &mdash; before advisors ask.</li><li>Own follow-up after meetings. Things get assigned; you make sure they actually happen.</li><li>Manage advisor calendars and scheduling. Anticipate conflicts before they become a problem.</li><li>Coordinate travel when needed &mdash; flights, hotels, logistics.</li><li>Support the CASE, AUM, and Bookkeeping teams as needed.</li><li>Help with client portal onboarding and proprietary software setup.</li></ul>Compliance &amp; Documentation<ul><li>Keep records accurate and up to date &mdash; this is a regulated industry and details matter.</li><li>Support annual compliance activities: client outreach, data review, recordkeeping.</li><li>Follow firm and regulatory procedures without being told twice.</li></ul>Tech &amp; AI Tools<ul><li>Use AI tools where they help you move faster and produce better work. We're a smarter-numbers firm &mdash; we expect that mindset from our team.</li><li>Client confidentiality is non-negotiable. Know where data can and can't go.</li></ul>WHO YOU AREYou're the kind of person who closes the loop without being asked. You can hold ten things in your head at once and not drop any of them. You're comfortable in a fast-moving environment where the priorities shift but the standards don't.You're also someone who genuinely cares &mdash; about doing the work right, about the clients behind every account number, and about the team that's counting on you.WHAT WE'RE LOOKING FORRequired<ul><li>Bachelor's degree or equivalent real-world experience</li><li>2-3 years in financial services, wealth management, office management, or a related field</li><li>Strong written and verbal communication &mdash; you can write a professional email and hold a client conversation with equal confidence</li><li>Sharp attention to detail and the organizational chops to back it up</li><li>Proficiency with Microsoft Office, including PowerPoint and Teams</li><li>Proficient in Slack</li><li>Proficient in Zoom</li><li>Proficient in AI tools such as Claude and ChatGPT. We&rsquo;ll ask to see proof of this.</li><li>Able to manage multiple priorities independently without needing someone to set your agenda</li><li>Valid driver's license and reliable personal transportation</li><li>Able to lift 30 lbs unassisted and navigate multiple flights of stairs</li></ul>Preferred<ul><li>Experience with custodians like Schwab or similar platforms</li><li>Familiarity with financial planning concepts or investment products</li><li>Genuine interest in growing within a financial advisory firm</li></ul>COMPENSATION &amp; BENEFITS<ul><li>Competitive salary based on experience</li><li>Health, dental, and vision coverage</li><li>401(k) with company match</li><li>Paid time off and holidays</li><li>Ability to work Hybrid, though some time spent in the office on a regular basis is required.</li></ul>HOW TO APPLYSend your resume and a brief cover letter to slawner@pstadvisors.com with the subject line:&quot;Client Success Associate Application &ndash; [Your Name]&quot;Skip the form letter. Tell us who you are, why this role fits, and what you bring to a team that runs lean and moves fast.pendletonstreetadvisors.com &middot; 1100 Shirley St., Second Floor, Columbia, SC 29205 &middot; 803.799.1301Pay: $40,000.00 - $52,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) 3% Match</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Health savings account</li><li>Internet reimbursement</li><li>Life insurance</li><li>Paid time off</li><li>Parental leave</li><li>Professional development assistance</li><li>Retirement plan</li><li>Vision insurance</li><li>Work from home</li></ul>Work Location: Hybrid remote in Columbia, SC 29205

Client Success Associate

Morton Brown Family Wealth

Morton Brown Family Wealth is looking for a Client Experience Associate who is organized, reliable, and takes pride in creating a welcoming and well-run office environment.If this opportunity excites you, please send your resume and a brief cover letter to info@mortonbrownfw.com.Client Experience Associate (Front Desk)Location: Allentown, PA (In-Office)Type: Full-TimeSalary: Commensurate with experience, $45,000 - $60,000Benefits: 401(k), Profit Sharing, Health Care, Dental, Vision, Disability, Earned SabbaticalAbout Us Morton Brown Family Wealth is an independent, boutique wealth management firm headquartered in the Lehigh Valley and serving clients nationwide.We are reimagining financial advice, building a team where curiosity is encouraged, contributions are valued, and culture is as important as results. Our mission is to positively impact the experience people have with money, relationships, and life.About the Role The firm is seeking a Client Experience Associate who is responsible for managing front desk operations and providing clerical support across the firm. This role serves as the first point of contact for clients and visitors while supporting scheduling, data management, and administrative workflows.This position plays an important role in maintaining the day-to-day flow of the office through organization, accuracy, and consistent follow-through.What You&rsquo;ll Do &middot;Answer and direct incoming telephone calls and communications to appropriate team members&middot; Greet clients and visitors and manage front desk interactions and meeting arrivals&middot; Own scheduling and calendar management, ensuring accurate meeting details, appropriate time allocation, and coordination across team calendars&middot; Assist with data entry and maintain accurate client information across CRM, client portal, and internal systems&middot; Maintain office organization, including conference room setup, supply inventory, and general upkeep&middot; Handle incoming and outgoing mail and packages (FedEx, UPS, USPS)&middot; Support team members with administrative tasks and internal projects&middot; Order and maintain inventory of office supplies&middot; Assist with basic office upkeep, including light kitchen maintenanceWhat We&rsquo;re Looking For&middot; 3+ years of experience in an administrative, clerical, or front desk role&middot; Demonstrated ability to manage calendars, scheduling, and administrative workflows&middot; Proficiency with Microsoft Office (Word, Excel, Outlook, Teams)&middot; Experience with CRM software (Salesforce preferred) and cloud-based environments&middot; Familiarity with scheduling tools (e.g., Calendly)&middot; Strong organizational skills and attention to detail&middot; Ability to learn and adopt new technologies and systems&middot; Experience in financial services is a plusWhy Morton Brown &middot; Direct access to firm leadership and mentorship&middot; A culture that values collaboration, accountability, and growth&middot; Opportunity to contribute to a team-oriented, high-performing environment&middot; Competitive benefits including 401(k) with profit sharing, health coverage, and earned sabbatical&middot; The opportunity to play a meaningful role in the day-to-day client and team experienceWhy the Lehigh Valley? The Lehigh Valley is a vibrant community that offers a unique blend of rural, suburban, and urban living opportunities. It has become a growing hub for business, healthcare, education, and the arts, while maintaining a welcoming and connected feel. Centrally located between New York City and Philadelphia, the region provides easy access to both major cities. With its rich culture, abundant outdoor recreation, and strong tradition of community involvement, the Lehigh Valley is a place where professionals and families can thrive.Morton Brown Family Wealth is an Equal Opportunity EmployerPay: $45,000.00 - $60,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Parental leave</li><li>Vision insurance</li></ul>Work Location: In person

Client Experience Associate

Focus Partners Wealth

<div>Position Summary

Focus Partners Wealth (FPW) is seeking an Associate VP, Client Development to join our team! Step into a high-energy, collaborative sales environment where driven professionals are passionate about helping clients achieve stronger financial futures. You will engage with high-net-worth individuals by introducing Focus Partners Wealth, using thoughtful conversations to understand their goals, introduce tailored solutions, and connect them with our wealth advisor team. In this role, you'll play a key part in client engagement and onboarding, partnering within the Client Development team to manage digitally sourced opportunities and deliver a seamless, high-quality experience at every stage of the prospect journey.

A true hunter mindset with a strong drive to build relationships, create opportunities, and close new business. Naturally proactive, with an interest in financial markets and a track record of developing a consistent, self-sustaining pipeline. Thrives in a team-based model, with a clear focus on engaging and winning new clients while partnering closely with experienced wealth advisors who lead ongoing planning and relationship management. This collaboration is viewed as an extension of delivering a high-quality client experience&mdash;not a handoff. Best suited for an environment where business development strengths are fully utilized and valued.

Primary Responsibilities
<ul>
<li>You'll be singularly focused on driving growth</li>
<li>Prospect and win new clients through outbound outreach, COIs, events, and strategic partnerships</li>
<li>Build and manage a high-quality pipeline of affluent and high-net-worth prospects</li>
<li>Own the full sales cycle&mdash;from first meeting through signed agreement</li>
<li>Position FPW's planning-led, fiduciary value proposition in a competitive marketplace</li>
<li>Partner closely with advisors and specialists to deliver compelling, customized proposals</li>
<li>Seamlessly transition clients to the advisory team post-close</li>
</ul>
Qualifications
<ul>
<li>5+ years of professional experience, preferably in financial services or a client-facing role
</li><li>Bachelor's degree required
</li><li>Strong track record of achieving results and driving outcomes
</li><li>Excellent communication skills with the ability to engage and build trust across diverse audiences
</li><li>Persuasive and confident in influencing decisions
</li><li>Highly organized with the ability to manage multiple priorities and workflows
</li><li>Proactive, resilient, and committed to continuous learning and improvement</li>
<li>Strong proficiency with Salesforce (or similar platforms); experience configuring workflows is a bonus</li>
<li>Adaptable team player, comfortable in fast paced, evolving environments with a strategic mindset and commitment to excellence</li>
<li>Continuously refine your approach by sharing market feedback and prospect insight</li>
</ul>
As an AVP, Client Development, your compensation is largely based on AUM growth, under a tiered payout model based on net revenue for every new client you bring on. Growth-related compensation is uncapped, with average earnings ranging from $200,000 &ndash; $500,000 annually.

FPW will provide a competitive base salary, generally in the $100,000 &ndash; $150,000 range, tailored to your experience, expertise, geographic location, and skill set. This role is eligible for performance-based compensation tied to a tiered structure, offering increasingly substantial earnings for greater AUM growth. This model is designed to significantly elevate total compensation for those who consistently outperform. Actual incentive payouts will vary and are governed by the terms and conditions of the Client Development AVP Compensation Plan.

#LI-KT1<div>
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate's skillset, and without regard to an employee or candidate's race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For California Applicants: Information on your California privacy rights can be found here

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.</div></div>

Associate Vice President - Client Development

Lenox Advisors

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 ASSET014194_1
 
 
 
 Who We Are
 
 
 
 Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP, an Aon company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique.
 
 
 
 Summary of the Role:
 
 The Asset Management Associate will work directly with the SVP, Broker Dealer Operations &amp; Solutions and Senior Asset Management Associate, Team Lead to successfully onboard and service new and existing clients who are placing their trust in Lenox Advisors to take care of their total investment needs. The Asset Management Associate shall demonstrate proficiency in all new client onboarding and service processes, systems, and procedures. In addition, the Asset Management Associate supports operational and service processes by helping to maintain documentation, prepare client communications, and assist with process improvements as directed. Special projects may be assigned at the discretion of Lenox leadership.
 
 
 
 Essential Duties And Responsibilities
 
 
 
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 Proficient in standard new client onboardings and service processes, systems, and procedures. Manage RM/Client work items independently with expediency and superior customer service.
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 Develop a strong understanding of Lenox Asset Management (LAM) subject matter, strong understanding of the LAM new business and service processes, systems, and procedures.
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 Possess a strong understanding of the MMLIS platform, services, and personnel.
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 Identify challenges and make recommendations in the development and revision of departmental policies and procedures.
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 Periodically assists the SVP on special projects to ensure continuous and efficient workflow.
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 Foster strong relationships with Relationship Managers, Asset Managers, neighboring departments, MMLISI, and vendors as well as the end client.
 
 
 
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 </ul>
 
 Required Knowledge
 
 
 
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 LAM and MMLIS subject matter expertise as it relates to new client onboarding and service processes, systems, and procedures
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 Knowledge of various investment product characteristics and behavior in various market environments
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 MOSAIC: Advanced skills related to tasking and arrays for companywide projects. Understanding of available reports such as Net Flow Reporting and Scorecards
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 MMLIS Technology: Advanced skills related to A360, ENV3, Fieldnet, VAOE, and FOAE
 
 
 
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 </ul>
 
 Required Skills/Abilities
 
 
 
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 Maintaining positive working relationships with clients and Relationship Managers
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 Supports the team in identifying issues and brings potential concerns to the attention of senior staff in a timely manner. Learns to recognize patterns and contribute to basic problem-solving efforts
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 Assists with resolving routine service issues by gathering relevant information, coordinating with the appropriate vendor or department, and escalating more complex matters to senior team members when necessary
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 Handle escalated issues assigned +by Lenox Leadership, RMs, and clients
 
 
 
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 </ul>
 
 Required Behaviors/Attitudes
 
 
 
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 Proactive; Self-Starter with the ability to think on their feet
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 Views problems as opportunities to improve processes and make things better
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 Has a strong sense of urgency about solving problems and getting work done and genuinely cares about delivering a positive service experience
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 Total commitment to the success of their assigned team
 
 
 
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 </ul>
 
 Education And/or Experience
 
 
 
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 Bachelor&rsquo;s Degree preferred
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 3-5 years prior experience within financial services
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 Previous operations experience and providing a high level of client service is preferred
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 Series 7 and 66 (preferred)
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 Life, Accident, and Health Insurance License (preferred)
 
 
 
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 </ul>
 
 What We Offer
 
 
 
 We're proud to offer a competitive salary, PTO &amp; paid holidays, 401(k) with match, exclusive discount programs, health &amp; wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $72,000.00 &ndash; $80,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
 
 
 We&rsquo;re part of NFP, a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
 
 
 
 
 NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.
 
 
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Asset Management Associate - (Hybrid)

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