Wealth Planning Operations Associate

Hightower Advisors in Richmond, Virginia is seeking a Wealth Planner to manage day-to-day client operations and ensure high-quality service delivery. This role requires 3–7 years of experience in client service or practice management, proficiency in CRM and financial planning software, and strong organizational skills. Responsibilities include executing workflows, maintaining client data, coordinating meetings, and supporting investment actions. The position offers competitive salary and benefits including health insurance and 401k matching.
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