Financial Planning - New York
2 hours ago
Job description
Financial Planning & Client Service AssociateHybrid | LWS Financial
Boutique Wealth Management & Financial Planning Firm
About LWS Financial
LWS Financial is a boutique wealth management and financial planning firm dedicated to helping individuals, families, and business owners make confident financial decisions.
Our approach is holistic, highly personalized, and built around long-term relationships not one-size-fits-all solutions.As we continue to grow, we are seeking a Financial Planning & Client Service Associate who shares our commitment to precision, proactive service, and white-glove client care.
About the RoleThis is a high-impact role at the center of our client experience. The Financial Planning & Client Service Associate will support advisors across client service, financial planning preparation, and investment operations.
The ideal candidate is detail-oriented, highly organized, and comfortable working with high-net-worth clients in a fast-paced advisory environment.
What You'll Do
Client Experience & Meeting Support
Coordinate client and investment manager meetings
Prepare agendas, reports, insurance summaries, and planning materials
Attend client meetings, capture notes, and manage follow-up actions
Serve as liaison between advisors, clients, and key partners
Schedule and support annual client reviews
Handle client inquiries with professionalism and urgency
Financial Planning Support
Gather and organize client financial data
Build and maintain eMoney planning analyses
Support scenario modeling for advisor review
Create client-ready PowerPoint presentations
Maintain financial planning and marketing documents
Investment & Account Operations
Initiate account opening requests with the investment team
Coordinate portfolio proposal preparation
Confirm accounts are opened, funded, and invested on schedule
Establish standing payment instructions for clients
Maintain CRIA and compliance documentation
CRM & Practice Management
Maintain accurate client records and segmentation
Track ongoing service activities
Support the execution of marketing initiatives alongside leadership
What We're Looking For
Required
Fundamental understanding of financial planning concepts
Familiarity with insurance products and illustrations
Experience with eMoney (or similar planning software)
Intermediate proficiency in Outlook, Excel, PowerPoint, and Zoom
Prior experience supporting high-net-worth clients
Exceptional attention to detail and follow-through
Preferred
SIE, Series 7, and/or Series 65/66
Life, Health & Accident license
Experience with LinkedIn or email marketing
Familiarity with AI productivity tools
Why Join LWS Financial
At LWS Financial, we pride ourselves on delivering clarity, confidence, and long-term strategy for our clients
Our team culture is:
Client-first and relationship-driven
Collaborative and growth-minded
Detail-oriented and high-integrity
Focused on long-term impact
This is an excellent opportunity for someone who wants to grow within a boutique, planning-centric wealth management firm.
Apply
If you're ready to build your career in a high-touch advisory environment, we encourage you to apply.
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