Financial Services / Practice Manager
ClearTrust Wealth Advisors, Franklin, TN, United States
Position Overview We are a highly selective boutique wealth management firm serving ultra-high-net-worth individuals and families. We are seeking a polished, detail-driven Financial Advisor Assistant who embodies a white-glove service mindset and takes pride in delivering an exceptional, discreet client experience.
This role is central to the firm’s ability to operate seamlessly—anticipating needs, managing complex logistics, and ensuring every client interaction reflects the highest standards of professionalism. The ideal candidate has experience in private banking, family office environments, or luxury hospitality and is comfortable engaging with sophisticated clients both in person and over the phone.
This is a W-2 position offering a competitive salary, performance-based bonus, and full benefits package.
Key Responsibilities Client Experience & Relationship Support
Deliver a refined, concierge-level client experience across all touchpoints
Serve as a trusted point of contact for client communications with discretion and professionalism
Welcome clients to the office and manage in-person interactions with a high level of poise and attention to detail
Calendar & Coordination
Manage complex advisor calendars, including multi-party scheduling and high-touch client reviews
Coordinate logistics for meetings, including in-office, virtual, and occasional off-site engagements
Anticipate scheduling needs and proactively optimize advisor time
Meeting Preparation & Presentation
Prepare highly polished, presentation-ready client materials and reports
Ensure all client information is accurate, current, and thoughtfully organized
Support advisors during meetings to ensure a seamless, elevated experience
Post-Meeting Execution & Follow-Through
Capture key discussion points and manage all follow-up actions with precision
Oversee account-related workflows including documentation, transfers, and service requests
Coordinate with custodians and internal partners to ensure timely and accurate execution
Licensing, Compliance & Operational Support
Maintain oversight of advisor licensing, renewals, and continuing education requirements
Ensure all client records and documentation meet firm and regulatory standards
Uphold a high standard of confidentiality, organization, and process discipline
Qualifications
3+ years of experience in private banking, wealth management, family office, or luxury service environments
Demonstrated ability to deliver a high-touch, detail-oriented client experience
Exceptional organizational skills and ability to manage complex, shifting priorities
Strong written and verbal communication skills with a polished, professional presence
High degree of discretion and emotional intelligence
Preferred:
Experience supporting ultra-high-net-worth clients
Familiarity with CRM systems and custodial platforms (e.g., Schwab, Fidelity)
Interest in long-term growth within wealth management or advisory services
Compensation & Benefits
Competitive base salary (W-2)
Performance-based bonus
Comprehensive health, dental, and vision insurance
Retirement plan with employer contribution
Generous paid time off
About Our Firm We are a relationship-driven boutique RIA dedicated to serving a select group of ultra-high-net-worth clients with thoughtful, customized financial guidance. Our culture emphasizes discretion, precision, and an unwavering commitment to excellence, delivering a level of service that mirrors the world’s finest private institutions and luxury brands.
This role is central to the firm’s ability to operate seamlessly—anticipating needs, managing complex logistics, and ensuring every client interaction reflects the highest standards of professionalism. The ideal candidate has experience in private banking, family office environments, or luxury hospitality and is comfortable engaging with sophisticated clients both in person and over the phone.
This is a W-2 position offering a competitive salary, performance-based bonus, and full benefits package.
Key Responsibilities Client Experience & Relationship Support
Deliver a refined, concierge-level client experience across all touchpoints
Serve as a trusted point of contact for client communications with discretion and professionalism
Welcome clients to the office and manage in-person interactions with a high level of poise and attention to detail
Calendar & Coordination
Manage complex advisor calendars, including multi-party scheduling and high-touch client reviews
Coordinate logistics for meetings, including in-office, virtual, and occasional off-site engagements
Anticipate scheduling needs and proactively optimize advisor time
Meeting Preparation & Presentation
Prepare highly polished, presentation-ready client materials and reports
Ensure all client information is accurate, current, and thoughtfully organized
Support advisors during meetings to ensure a seamless, elevated experience
Post-Meeting Execution & Follow-Through
Capture key discussion points and manage all follow-up actions with precision
Oversee account-related workflows including documentation, transfers, and service requests
Coordinate with custodians and internal partners to ensure timely and accurate execution
Licensing, Compliance & Operational Support
Maintain oversight of advisor licensing, renewals, and continuing education requirements
Ensure all client records and documentation meet firm and regulatory standards
Uphold a high standard of confidentiality, organization, and process discipline
Qualifications
3+ years of experience in private banking, wealth management, family office, or luxury service environments
Demonstrated ability to deliver a high-touch, detail-oriented client experience
Exceptional organizational skills and ability to manage complex, shifting priorities
Strong written and verbal communication skills with a polished, professional presence
High degree of discretion and emotional intelligence
Preferred:
Experience supporting ultra-high-net-worth clients
Familiarity with CRM systems and custodial platforms (e.g., Schwab, Fidelity)
Interest in long-term growth within wealth management or advisory services
Compensation & Benefits
Competitive base salary (W-2)
Performance-based bonus
Comprehensive health, dental, and vision insurance
Retirement plan with employer contribution
Generous paid time off
About Our Firm We are a relationship-driven boutique RIA dedicated to serving a select group of ultra-high-net-worth clients with thoughtful, customized financial guidance. Our culture emphasizes discretion, precision, and an unwavering commitment to excellence, delivering a level of service that mirrors the world’s finest private institutions and luxury brands.