Join Us As A Client Associate

Client Relations Associate – Left Brain Wealth Management

Location: Naperville, IL

Left Brain Wealth Management is a fast-growing investment advisory firm that has expanded from $40 million to $300 million in assets under management since our 2014 founding. We specialize in creating customized stock and bond portfolios for high-net-worth professionals, helping them achieve their financial goals.

We are seeking a Client Relations Associate to join our team in Naperville, IL and Miami Florida. This role is ideal for someone with hospitality-level social skills, a passion for positive client outcomes, and a drive for results. We want a self-starter who thrives on building relationships and delivering exceptional client service. An interest in the investment markets is a plus.

Key Responsibilities

Serve as a primary point of contact for clients and prospects, ensuring an exceptional experience

Proactively reach out to existing clients and potential new clients to maintain engagement and identify new opportunities

Assist with client onboarding, account servicing, and administrative support for the advisory team.

Develop a strong understanding of our investment strategies and wealth management approach.

Work closely with the firm’s advisors to enhance client relationships and support business development efforts.

Qualifications

Bachelor’s degree required, preferably in finance, business, or a related field.

Prior experience in financial services, client relations, or a similar role is a must.

Exceptional communication and interpersonal skills, with the ability to build strong client relationships.

A proactive, results-driven approach with a strong work ethic and ability to multitask.

Interest in investment advisory and wealth management.

Why Join Us?

A clear career path – We are looking for someone to grow into a junior Investment Advisor role.

A dynamic and growing firm – Left Brain Wealth Management has expanded rapidly and offers a unique investment approach.

Competitive salary and benefits package.

A collaborative, client-focused culture where innovation and personal development are encouraged.

If you are passionate about wealth management and want to build a career in investment advisory, we encourage you to apply! Please upload your resume and salary requirements.

Join Left Brain Wealth Management and help us shape the financial futures of our clients.