Balanced Approach Wealth Management · 6 days ago
Financial Services Associate
California, United States
Full-time
Hybrid
New Grad, Entry Level
$60K/yr - $65K/yrBalanced Approach Wealth Management is dedicated to providing personalized financial services tailored to the unique goals and timelines of individuals and couples. They are seeking a Financial Services Associate to support financial advisors, manage client communications, and assist with financial planning processes.
Financial Services
Responsibilities
Managing meeting calendars: schedule meetings, send confirmations, and manage follow-ups before and after meetings
Support advisors with meeting preparation and post-meeting follow-ups
Answer incoming calls from clients and prospective clients in a professional and welcoming manner
Reach out to clients and prospects to gather initial client profile information and required documentation
Prepare client paperwork and ensure all documents are properly completed, signed, processed, and paid
Track paperwork status and follow up to ensure timely completion
Maintain accurate and organized client records and task workflows using Redtail CRM
Receive financial data from clients
Accurately enter client data into financial planning software
Conduct basic reviews of financial data to identify discrepancies, missing information, or inconsistencies
Flag issues or questions for advisor review
Assist with creating basic financial planning and divorce planning reports
Assist with basic marketing activities, including:
Sending birthday cards, holiday cards, and other client mailings
Creating and scheduling weekly social media posts
Provide general administrative support as needed
Qualification
Required
Strong Verbal & Written Communication skills
Organizational skills and attention to detail
Strong Analytical Skills
Preferred
Bachelor's degree in Finance, Economics, Business, or a related field is preferred
Experience in Finance and Financial Services, including financial planning and investment management is preferred
Experience with financial planning software and tools is a plus (we use eMoney / WealthVision & Family Law Software)
Experience with CRM systems is a plus (we use Redtail CRM)
Benefits
401(k) with employer match
Health insurance
Paid vacation and time off
Company
Balanced Approach Wealth Management
At Balanced Approach Wealth Management, we understand that every individual and couple has distinct financial goals and timelines.
Founded in 2025
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase