Wealth Management Practice – Erie, Pennsylvania
On-site
About the Opportunity
A growing independent wealth management practice is seeking a highly organized, service-minded professional to join the team in Erie, Pennsylvania.
This is an opportunity to become part of a close-knit, small-business environment where relationships matter — both with clients and within the team. They are looking for someone who enjoys helping people, takes pride in attention to detail, and wants to contribute to a polished, high-touch client experience.
The ideal candidate will help create a “white glove” atmosphere for clients while supporting the practice's operational and marketing functions. This role is perfect for someone who enjoys wearing multiple hats, staying organized, and helping a business grow.
What You’ll Do
This role blends client service, office coordination, administration, and marketing support responsibilities.
Client Service & Administrative Support
- Serve as a friendly and professional point of contact for clients and business partners
- Coordinate and manage client calendars, appointments, and meeting scheduling
- Prepare materials and assist with meeting preparation
- Process incoming and outgoing mail
- Maintain accurate client records and documentation
- Utilize Salesforce CRM to support client relationship management and workflow organization
- Support the advisor in delivering a proactive and personalized client experience
Marketing & Practice Development
- Assist with social media and marketing initiatives, including LinkedIn and Facebook content
- Coordinate client appreciation activities and networking events
- Support marketing campaigns, holiday outreach, and client communications
- Help execute quarterly goals focused on practice growth and client engagement
What We’re Looking For
- Strong communication and interpersonal skills
- Professional and confident phone presence
- Organized with excellent time management abilities
- Self-starter who works independently and proactively
- Adaptable and comfortable managing multiple priorities
- Strong computer skills with the ability to learn new systems and technology
- Positive attitude and willingness to contribute to a team-focused culture
Qualifications
- High school diploma required; college degree preferred
- Prior administrative, office support, client service, or customer-facing experience preferred
- Experience speaking with clients and handling phone communication professionally
- Ability to pass a FINRA/SEC background check
Why This Role?
This is more than an administrative position — it’s an opportunity to become a valued part of a growing advisory practice where client relationships, professionalism, and teamwork are highly valued. The right person will have the chance to make a meaningful impact on both the client experience and the continued growth of the business.
Salary - Based on experience, but the budget cap for this role is $60,000.