Wealth Operations and Client Relationship Specialist (Hybrid Remote) Financial Gravity - 3.5 Lakeway, TX Job Details Full-time $55,000 - $70,000 a year 1 day ago Benefits Paid training Stock options Health insurance Dental insurance 401(k) Paid time off On-the-job training Work from home Vision insurance Opportunities for advancement Flexible schedule Life insurance Qualifications CRM software Investment firms Financial planning Google Suite Wealth management Investment management Teamwork Client onboarding Client inquiry handling Financial software Mid-level Improving operational efficiency High school diploma or GED Analysis skills Attention to detail Organizational skills Life & Health Insurance License 2 years Communication skills

Full Job Description Wealth Operations and Client Relationship Specialist Location:

Hybrid Remote | Lakeway, TX 78734

Job Type:

Full-time, Salary:

$55,000.00 - $70,000.00 per year

Remote Details:

40 hours a week, 3 days from home, 2 days in the office. Office is open from 8:00am to 4:00pm

About Us:

Financial Gravity is a leading financial planning firm dedicated to helping our clients achieve their financial goals. We offer comprehensive, personalized planning services within a collaborative and supportive environment. As a family office, we take a holistic approach integrating investment strategies, tax planning, and financial goal-setting to help our clients build and preserve wealth. About the

Role:

Are you a motivated, detail-oriented professional passionate about wealth management and client success? We are seeking a Wealth Operations and Client Relationship Specialist to join our dynamic team. In this role, you'll provide critical administrative support, playing a key part in managing our clients' wealth and financial affairs. You will collaborate with the Operations Team and financial institutions, focusing on client onboarding, account administration, and operational excellence. Responsibilities Facilitate the seamless onboarding of new clients by collecting, reviewing, and organizing necessary documentation. Prepare paperwork for advisory accounts, life insurance policies, and annuities. Ensure accuracy and timeliness in completing all forms and agreements. Track client transactions and transfers by coordinating with financial institutions. Work closely with internal teams to deliver a smooth onboarding experience. Open and maintain client accounts across multiple financial institutions. Update client information and account details in internal systems. Monitor and manage account activities, including deposits, withdrawals, and transfers. Address client inquiries regarding account status, transactions, and documentation. Maintain accurate client information in the CRM. Prepare and process paperwork for transactions such as trades, transfers, and beneficiary updates. Provide ongoing client and advisor service via email and phone communication. Support Family Office Directors and clients during onboarding and servicing processes. Collaborate with Financial Advisors to strengthen client relationships. Partner with internal teams (Operations, Legal, Compliance) to resolve issues. Contribute to the development and maintenance of wealth management systems and processes.

Required Qualifications:

High school diploma or equivalent (required). Strong understanding of wealth management practices. Proven experience in wealth management administration or a similar role. At least 2 years of experience with custodians (e.g., Charles Schwab, Fidelity) and other financial institutions. 2+ years of wealth operations experience (required). Exceptional organizational skills with keen attention to detail. Ability to work independently and manage time effectively in a fast-paced environment. Strong analytical, problem-solving, and communication skills. Professionalism, integrity, and leadership qualities. Proficient in GSuites Applications (Doc, Sheet, etc.) Ability to work independently and as part of a team.

Preferred, Not Required Qualifications:

Active 66 or 65 (or equivalent) licenses Life & Health Insurance License Experience with Schwab and Fidelity platforms Strong understanding of financial planning principles Proficient with financial software, CRMs, and remote communication tools Technologically savvy and comfortable in a hybrid/remote environment

To Apply:

Please submit your resume along with a cover letter. In your cover letter, highlight your experience as a Wealth Admin, the financial platforms and software you're proficient in, and how your skills and background would contribute to the success of our team. We are an equal-opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Benefits:

Competitive salary based on experience Stock options for long-term growth and ownership A collaborative and innovative work environment Opportunities for professional development and advancement Competitive salary and benefits package including 401(k), Dental insurance, Health insurance, Life insurance, Paid time off, and Vision insurance

Job Type:

Full-time Pay:

$55,000.00 - $70,000.00 per year

Benefits:

401(k) Dental insurance Flexible schedule Health insurance On-the-job training Paid time off Vision insurance Work from home

Shift:

8 hour shift Day shift Morning shift

Work Location:

Hybrid remote in Lakeway, TX 78738