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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client-facing financial planning and advisory services, with strong organizational skills and the ability to communicate effectively under pressure. Proficient in managing client relationships and maintaining accurate records while supporting advisors in a growing practice.
Highest-signal resume keywords
Series 65 CertificationClient-Facing Advisory ExperienceFinancial Planning BackgroundCRM ExperienceEmotional Intelligence
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningClient Relationship ManagementOnboarding ProcessesAccount ManagementService Request Handling
Soft Skills
Clear CommunicationEmpathyOrganizationProactivityFollow-Through
Tools & Technologies
HubSpotSalesforceRedtailWealth Tech Platforms
Certifications & Qualifications
Series 65CFP Coursework
Industry Keywords
Client ExperienceAdvisory ServicesFinancial AdvisoryClient Records Management
About the role
Key responsibilities & impact- Be the day-to-day point of contact for clients, handling questions, requests, and advice within your license
- Escalate to the advisors when it matters and follow through until it's resolved
- Partner with client experience and operations teams to keep onboarding, account changes, and service requests moving
- Keep client records and notes current so nothing slips through the cracks
- Free up the advisors to focus on new business while taking on more as the practice continues to grow
- Pair real planning know-how with genuine empathy so clients view you as their person at the firm
Requirements
What you’ll need- Series 65 (or equivalent) and experience in a client-facing planning, advisory, or service role
- CFP coursework or progress, or a financial planning background
- Confident on the phone, with the emotional intelligence to stay calm and helpful when a client is stressed or upset
- Clear, professional communicator in writing and in conversation
- Organized, proactive, and comfortable owning follow-through from start to finish
- CRM experience (HubSpot, Salesforce, Redtail, or similar) (bonus)
- Comfort picking up new wealth tech platforms quickly (bonus)
- A small existing book (roughly $15M or less) (bonus)
Benefits
Comp & perks- Hybrid in Springfield, MO or remote for the right person
- Competitive comp package that rewards impact
- Competitive health benefits
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Work alongside some of the brightest minds in fintech
- Work alongside experienced advisors who have built a trusted, well-established practice