Overview:

We are an RIA seeking a Private Wealth Client Associate to join our growing team in Casper, WY. Specializing in providing sophisticated investment management and financial planning solutions to high-net-worth individuals, families, and corporate executives, Ashton Thomas focuses on delivering extraordinary client service. As a Registered Investment Advisor (RIA), we help clients achieve the life they envision through personalized, one-on-one relationships with advisors who are dedicated to their needs. We value personal connections and believe our success stems from the strong relationships we build with our colleagues and clients. At Ashton Thomas, you will always feel empowered, valued, and part of an exceptional team.

Position Overview:

Ashton Thomas is seeking a full-time, Registered Private Wealth Client Associate. This role is integral to providing best-in-class client service and supports both the operational department and advisors to ensure a seamless wealth management experience. The Client Associate will manage client inquiries, assist with service requests, and ensure all client information and documentation are up to date. This is a client-facing role that requires exceptional service and organizational skills, as well as the ability to collaborate effectively with the Financial Advisor team.

Key Responsibilities:

Client Relationship Management:

Maintain and nurture relationships with existing clients by processing requests, resolving inquiries, and ensuring that client information and documentation are accurate and current.

Client Outreach:

Engage with clients to foster strong relationships and identify solutions, such as digital access, cash management, and other firm services.

Client Onboarding:

Manage the onboarding of new clients by collecting necessary documentation and client information.

Marketing Support:

Assist the marketing team by coordinating client events and seminars, and contributing to the firm's marketing strategy.

Data Entry & Reporting:

Enter data into financial planning software and generate reports to support Financial Advisors.

Team Collaboration:

Regularly engage with peers to share insights and collaborate on client solutions, while also supporting financial advisors in delivering exceptional service.

Administrative Support:

Assist Financial Advisors with various administrative tasks such as telephone coverage, business travel arrangements, meeting coordination, and preparing travel and expense reports.

Ongoing Learning:

Stay informed on firm policies, procedures, and industry regulations, and actively participate in available training and education programs.

Qualifications:

Experience:

3+ years working in the wealth management industry.

Education:

High School Diploma (or equivalent), with a preference for a college degree.

Industry Knowledge:

Experience working with custodians such as

Charles Schwab, Fidelity, Pershing, and Goldman Sachs Licensing:

Willingness to obtain Series 65.

Knowledge/Skills:

Proficient with Microsoft Office products and financial planning software. Exceptional interpersonal and client service skills. Detail-oriented with strong organizational and time-management abilities. Ability to work in a fast-paced, evolving environment and manage multiple priorities. Strong written and verbal communication skills. Collaborative team player with a positive, client-centric approach.

Work Remotely:

No Job Type:

Full-time Pay:

$60,000.00 - $75,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Relocation assistance

Compensation Package:

Bonus opportunities

Education:

Bachelor's (Required)

Experience:

Financial Advisory or RIA:

1 year (Required) Ability to

Relocate:

Casper, WY 82601: Relocate before starting work (Required)

Work Location:

In person