At TRC, we partner with high-growth organizations to connect exceptional talent with rewarding career opportunities. This opportunity is with a nationally recognized Registered Investment Advisor specializing in retirement planning, investment management, and comprehensive wealth advisory services.
Summary
We are seeking a Wealth Management Associate to support its external sales representatives and advisors in promoting financial planning and wealth management solutions to prospective clients referred through strategic partner relationships.
This role serves as the first point of contact for new business referrals and plays a critical role in managing the client experience throughout the sales and onboarding process. The ideal candidate is highly organized, relationship-focused, and driven by delivering exceptional client service while ensuring efficient sales cycle execution.
Responsibilities
- Serve as the first point of contact for incoming referral opportunities from external partners
- Promptly acknowledge referrals and coordinate next steps with prospective clients and referral partners
- Schedule introductory meetings and coordinate calendars across all involved parties
- Gather and document client information to support advisor discovery meetings
- Maintain exceptional response times and communication throughout the client engagement process
- Coordinate internal and external stakeholders to ensure timely progression through the sales cycle
- Assist in gathering information needed to prepare financial plans, investment proposals, and client presentations
- Support the creation and delivery of onboarding documentation and account paperwork
- Monitor account opening and funding activities to ensure a seamless client experience
- Facilitate communications between advisors, clients, and external partners throughout the onboarding process
- Maintain knowledge of program-specific processes, systems, and referral partner requirements
- Support assigned sales representatives with pipeline management and opportunity tracking
- Provide CRM and data management support to ensure accurate reporting and workflow management
- Assist leadership with sales activity reporting and pipeline analytics as requested
- Travel up to 10% as needed
Requirements
- Bachelor’s degree in Finance, Business, or a related field
- 3+ years of sales support, client service, relationship management, or related experience
- Experience supporting business development or sales teams preferred
- Working knowledge of Salesforce or similar CRM platforms preferred
- Strong organizational skills with exceptional attention to detail and accuracy
- Excellent written and verbal communication skills
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Proficiency with Microsoft Office applications, including Excel, Word, and PowerPoint
- Ability to work independently while collaborating effectively across teams
- Interest in learning and operating within the financial services industry
- Ability to maintain compliance with company policies, industry regulations, and professional standards
TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.