Overview
Staff Accountant – Wealth Services
Location: Remote
This role supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. The Staff Accountant will contribute to client relationships, financial strategy, and operational excellence within the Wealth Services team.
Responsibilities
- Assist with financial plans, portfolio reviews, client meeting preparation, reporting, and follow-up activities
- Support advisors with client onboarding, account maintenance, and ongoing service requests
- Deliver responsive, proactive communication to maintain and strengthen client relationships
- Ensure client documentation, account records, and service activities comply with regulatory and firm requirements
- Coordinate with custodians, internal operations teams, and compliance partners to support accurate and timely execution
- Maintain organized client files, workflows, and service records to meet audit and oversight standards
- Support business development efforts through meeting preparation, reporting, and client communications
- Identify opportunities to enhance client engagement and improve the overall client experience
- Contribute to client retention by delivering consistent, high-quality service and strong follow-through
Requirements
- Minimum 2 years of experience in financial services, wealth management, or a related client service role
- Understanding of investment products, account structures, and financial planning concepts
- Strong communication and relationship management skills
- Ability to manage multiple priorities in a fast-paced, client-focused environment
- Strong analytical and problem-solving capabilities
Compensation & Benefits
- Salary range: $70,000 – $85,000 per year, with performance bonus potential
- Comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more
Professional Development
Structured development opportunities are provided to help expand expertise and build a meaningful career, including:
- Role-specific learning paths
- Leadership development programs
- Technical and compliance training
- Industry certifications and continuing education support
- Peer learning and knowledge-sharing communities
Location
This is a remote position.