Stateline Wealth Advisors · 20 hours ago
Client Associate
Abingdon, VA
Full-time
Onsite
New Grad, Entry LevelStateline Wealth Advisors is a client-focused wealth management firm dedicated to helping individuals and families build and preserve wealth. They are seeking a motivated and detail-oriented Client Associate to join their wealth management team, serving as the first point of contact for clients and supporting financial advisors with various tasks.
Financial Services
Responsibilities
Serve as the first point of contact for clients, ensuring a welcoming and professional experience
Support financial advisors with account management, client onboarding, and service requests
Handle scheduling, client communication, and preparation of meeting materials
Maintain accurate client records and assist with compliance documentation
Assist with day-to-day office operations to ensure smooth workflow
Qualification
Required
Strong organizational and communication skills
A customer-service mindset with the ability to build trust and rapport
Attention to detail and comfort working in a fast-paced, professional environment
Proficiency in Microsoft Office Suite (experience with CRM systems a plus)
Preferred
Bachelor's degree preferred, but not required
Benefits
Paid vacation
Paid federal holidays
3 months paid paternity leave
Participation in company retirement plan
Company
Stateline Wealth Advisors
At Stateline Wealth Advisors, we empower you to live abundantly with financial confidence.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Jimmy Gobble
Financial Advisor, Partner
Company data provided by crunchbase