Registered Client Associate Position Available In Palm Beach, Florida

Registered Client Associate Maclendon Wealth Management Delray Beach, FL Job Details Permanent $70,000 – $90,000 a year 3 hours ago Benefits Paid holidays Health insurance Dental insurance 401(k) Paid time off Vision insurance 401(k) matching Referral program Retirement plan Qualifications Teamwork CFP Series 66 Mid-level Microsoft Office Estate planning advisory services 3 years Series 7 Portfolio management advisory services Attention to detail Client services Organizational skills Financial goal setting advisory services Insurance planning Financial services Estate planning Communication skills Wills, trusts, & estate law Full Job Description Registered Client Associate / Business Operations Manager Delray Beach, FL | Full-time |

Base:

$65,000-$75,000 +

Bonus About Us:

We’re a successful, boutique Registered Investment Advisory (RIA) firm based in Delray Beach, with 14+ years of trusted service. Our team is small, high-performing, and passionate about doing right by our clients. We operate with the warmth of a family office and the drive of a growth-stage firm. As we retool our business for scale, we’re looking for a talented and driven individual to become an essential part of our next chapter.

The Role:

This is not your typical administrative role. We’re looking for a Registered Client Associate / Business Operations Manager who thrives in a fast-paced, dynamic environment. You’ll manage day-to-day client service operations, streamline internal processes, and support firm leadership in strategic initiatives. You’ll work directly with clients and advisors—bringing organization, thoughtfulness, and a proactive mindset to every interaction.

Key Responsibilities:

Manage daily client operations: money movements, wires, journals, and paperwork Maintain CRM data and client service workflows (Redtail preferred) Assist with compliance documentation and implementation Support client-facing advisors with onboarding, communications, and meeting prep Provide light paraplanning support in areas like investment strategy, retirement planning, goals planning, insurance, and estate coordination Help prepare financial documents, reports, and follow-up items Collaborate on internal growth initiatives and social media or marketing efforts Assist in estate planning coordination (e.g., titling, trust integration, and beneficiary tracking)

Preferred Qualifications:

FINRA-registered (Series 7 and/or 66) preferred, or willing to become registered 3+ years of experience in an RIA, wirehouse, or financial services firm Strong proficiency with Office 365 Suite Experience working with one or more custodians, such as Schwab, Fidelity, or Pershing Familiarity with eMoney, Redtail, paraplanning, and estate planning concepts Excellent organizational skills and attention to detail Strong interpersonal and communication skills Background in CFP®, financial planning, or paraplanning will be given preferential review

Compensation & Benefits:

Base salary: $65,000-$75,000 (based on experience and salary history) Bonus potential: $10,000-$20,000+ based on performance Retirement plan with employer match Health, dental, and vision insurance Generous and flexible paid time off, including holidays A respectful, team-oriented, family-aware culture

Why Work With Us:

Small, agile, and collaborative team environment Real opportunity for impact, ownership, and career growth A firm that values integrity, curiosity, and meaningful client relationships A place to build a long-term home—not just a job How to

Apply:

Send your resume and a short note about why this role resonates with you to .

Job Type:

Permanent Pay:

$70,000.00 – $90,000.00 per year

Benefits:

401(k) 401(k) matching Health insurance Paid time off Referral program Retirement plan Vision insurance

Compensation Package:

Bonus opportunities

Work Location:

In person