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Senior Client Associate - Private Wealth Management

Wells Fargo Advisors - FiNet Atlanta, GA Hybrid

1mo ago

$75k - $120k/yr Full time Senior Associate Client

Senior Associate Client

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Job Description

About Our Practice

We are a high-performing private wealth management team within Wells Fargo Advisors FiNet. Our practice ranks in the top 5% of production across Wells Fargo Advisors and serves high-net-worth individuals, families, and business owners who expect institutional-level investment capabilities delivered with boutique, relationship-driven service. The team currently comprises two Financial Advisors supported by a loyal client base. We are seeking a Senior Client Associate to join as we prepare for the planned retirement of our long-tenured client associate, who has been with the team for more than 20 years. This presents a rare opportunity to assume a stable, trusted role within an established advisory practice. Location: Hybrid remote in Atlanta, GA 30326.

Position Summary

The Senior Client Associate leads client service and operational excellence across the advisory practice. This role works closely with Financial Advisors on client strategy execution, relationship management, and complex service needs. You will serve as a senior point of contact for clients, help optimize workflows, and support sophisticated planning and portfolio initiatives.

Client Relationship Support

Serve as the primary point of contact for client service needs
Build and maintain strong, trusted client relationships
Coordinate client meetings and prepare supporting materials
Manage follow-ups and ensure timely, proactive communication

Account Administration & Portfolio Support

Facilitate money movement and handle routine transaction processing
Assist with new account onboarding, transfers, and account maintenance
Prepare performance reports, review packets, and planning summaries
Coordinate custodial paperwork, required documentation, and service requests

Practice Operations

Maintain accurate client records and CRM data
Track workflows to ensure operational accuracy and consistency
Support compliance requirements and platform procedures
Assist with practice initiatives, process improvements, and special projects

Qualifications Required

Active Series 7 and Series 66 licenses
4+ years of experience in wealth management, brokerage, or private banking
Deep understanding of advisory operations and financial products
Experience supporting high-net-worth clients

Work Environment

Hybrid schedule
High-performance, collaborative team culture
Dedicated support for one advisory practice
Direct partnership with senior advisors
Join a top-performing advisory team delivering institutional capability with boutique service. Apply today.

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