Client Service / Planning Associate

McBroom and Associates
Las Vegas, Nevada
Closing date
Feb 13, 2022

View more

Job Role
Customer / Client Support Specialist
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
You need to sign in or create an account to save a job.

Mcbroom and Associates

Is a boutique financial advisory and investment management company. Servicing a select group of multi generational family offices, high net worth clients and foundations with a white glove level services. 

Client Services Associate - Financial Planner

This is a full time / in office financial services representative position where you will be assisting in back office operations and meetings with prospective clients.


  • Assist Senior Advisor in investment research and due diligence
  • Coordinate client meetings and planning
  • Strong abilities with scheduling and travel coordination
  • Open, transfer and manage client accounts
  • Generate and process documents 
  • Cultivating strong personal relationships with existing clients with exceptional service
  • Concierge like service to clientele 

Key Technologies and Skills Preferred

  • 3+ years of financial services experience
  • Comprehensive understanding of investment advisory business
  • Bachelor's Degree in Business / Economics / Accounting or related field
  • CFP (Certified Financial Planner) Designation preferred but not required
  • Series 7 or 65 Preferred
  • Knowledge of investment compliance and procedures
  • Strong / polished communication and technical skills (Excel, CRM, etc)
  • Financial Reporting software experience: Blackdiamond, Advent or Orion
  • Familiar with ycharts or factset and financial planning software
  • Strong Sense of urgency, initiative and ability to multi-task
  • Detail-oriented, accurate, organized and able to set priorities in managing projects
  • Desire to work as a true financial fiduciary for a values-based planning firm that puts client interests above all else


  • Starting 55k-75k Salary dependent on experience
  • Firm level bonus potential based on performance
  • Excellent work life balance
  • Benefits:
  • 401(k)
  • 401(k) matching
  • Health insurance possibility
  • Paid time off
  • Educational reimbursement possibilities 

Please contact: with your resume and cover letter

Please also provide 3 references, All candidates will require legal background checks

Apply for Client Service / Planning Associate

Fields marked with an asterisk (*) are required

Your file must be a .doc, .pdf, .docx, or .rtf. No larger than 1MB
Selected file:

When you apply for a job we will send your application to the named employer, who may contact you. By applying for a job listed on CFP Board Career Center you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please contact us. All emails will contain a link in the footer to enable you to unsubscribe at any time.

You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert

Similar Jobs