Wealthcare Capital Management, an RIA that supports $10+B in assets, is seeking an organized, client-focused Advisor Support Specialist to provide virtual administrative and operational support to our affiliated financial advisors across the country.
This role is ideal for someone who enjoys building relationships, managing details, and helping advisors deliver an exceptional client experience. You'll serve as an extension of multiple advisor practices, assisting with client service, account administration, custodian paperwork, scheduling, CRM management, and day-to-day operational support.
What You'll Do
- Support client communications, meeting preparation, and timely follow-up across multiple advisor practices
- Manage calendars, scheduling, and appointment coordination
- Prepare, process, and track client paperwork, including new accounts, transfers, distributions, beneficiary changes, and other account maintenance requests
- Coordinate with custodians and home office teams to ensure paperwork is completed accurately and efficiently
- Maintain accurate CRM records, workflows, and client documentation
- Assist advisors with operational projects, client service requests, and ongoing administrative support
- Provide vacation and overflow coverage for other Advisor Support Specialists as needed
- Help identify opportunities to improve processes and create a more consistent advisor and client experience
What You'll Bring
- 2+ years of experience in financial services, client service, advisor support, operations, or a similar administrative role
- Experience working with custodians, brokerage paperwork, or advisory account processing preferred
- Familiarity with CRM platforms such as Wealthbox, Redtail, Salesforce, or similar
- Excellent organizational skills with exceptional attention to detail
- Strong written and verbal communication skills
- Ability to manage multiple advisors, competing priorities, and deadlines while working independently in a remote environment
- A proactive mindset with a passion for providing outstanding client service
Why Wealthcare?
At Wealthcare, you'll be part of a collaborative team supporting independent financial advisors nationwide. You'll play an important role in helping advisors grow their practices while delivering an exceptional experience for their clients. We value initiative, continuous improvement, and teamwork—and you'll have the opportunity to make a meaningful impact every day.
Pay: $60,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- AD&D insurance
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
- Work from home
Work Location: Remote
