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Cash Operations Associate
Job
Continuum Advantage LLC
Lakewood, CO (In Person)
Full-Time
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Job Description
Job description Continuum Advantage LLC, a boutique wealth management and financial planning firm in Northbrook, IL, is seeking a Registered Client Associate to support our Financial Planning and Advisory team. In this role, you will serve as a primary client contact, coordinate account onboarding and maintenance, prepare meeting materials and reports, and assist with implementing tailored retirement and investment strategies. You will work closely with advisors in a collaborative, fiduciary-minded environment that values integrity, continuous learning, and long-term client relationships.