Overview

About Wurz Financial Services: 

Wurz Financial Services is a bespoke, family-owned RIA predominantly serving law firm owners across the country. Our mission is to help clients grow their personal wealth and achieve financial independence as they define it. We are a fee-only firm that provides holistic financial planning services for our clients. We believe in creating sustainable and long-term relationships through deep and meaningful conversation aimed at understanding the values of our clients. Additionally, we are a LGBTQ+ friendly firm with a large contingent of non-traditional families as clients. Our lead advisor Darren Wurz is celebrated for his book, “The Lawyer Millionaire,” published by the American Bar Association and host of the popular “Lawyer Millionaire Podcast.” 

Opportunity: 

This is an opportunity to support one of our firm’s lead advisors as a Client Service Associate, with exposure to the day-to-day operations that keep a growing financial planning practice running smoothly. This advisor leads our firm’s flat-fee financial planning division, working exclusively with law firm owners and other business-owning professionals through a highly personalized, relationship-driven service model. You’ll work with a smaller group of households that receive comprehensive, high-touch financial planning allowing you to build meaningful client relationships.

Unlike many CSA roles that are designed to keep someone in an operations track long-term, this position is built for someone who wants room to grow. We’re looking for a candidate with a few years of operations experience who’s also curious, or actively working towards a more planning-focused career path. We support that growth directly, including continuing education and progress toward industry designations, as your role and responsibilities evolve. 

Responsibilities:

  • Open new accounts and coordinate with Schwab to resolve account-related requests and service issues 
  • Process account transfers, rollovers, contributions, distributions, and other account maintenance requests 
  • Track and proactively follow up on pending account paperwork, signatures, and outstanding client action items to ensure timely completion 
  • Participate in client meetings and take detailed notes
  • Prepare client meeting agendas and coordinate post-meeting follow-up communications with clear next steps
  • Monitor and manage ongoing client tasks to ensure commitments are completed accurately and on time 
  • Maintain accurate and up-to-date client records, documentation, and CRM data 
  • Support scheduling and calendar management to ensure client needs and high-priority items are addressed promptly 
  • Deliver exceptional, high-touch client service while building trusted, long-term client relationships 
  • Assist with marketing initiatives, client communications, and other firm projects as needed 
  • Meet regularly with the lead advisor to review priorities, client needs, and outstanding tasks, while actively participating in weekly team meetings to collaborate on firm initiatives, share updates, and ensure alignment across the entire team 

Qualifications:

  • 1-3+ years of experience
  • Familiarity with Schwab preferred, but not required 
  • Highly organized and able to complete tasks independently 
  • Positive attitude and passion to provide superior customer service 
  • Able to prioritize and ensure all tasks are followed up and completed on time
  • Adaptable and able to grasp new concepts quickly 
  • Resourceful and able to troubleshoot issues that may arise
  • Strong written and verbal communication skills

Compensation & Perks:

  • Full-time W2 position
  • $65,000 starting salary
  • Bonus Potential
  • Continuing Education Support
  • Remote work environment with generous PTO
  • Our clients are ambitious, high energy and fun to work with!  

Next Steps:

  • Along with your resume and cover letter, make sure you have completed our candidate questionnaire
  • Applications will be accepted until the position has been filled
  • This application process is being handled by Team Simply Paraplanner. Please direct all applications and questions directly to Simply Paraplanner. Any applications received outside of Simply Paraplanner will not be considered.