Practice Management & Client Support en Center for Wealth Preservation

Position Overview
We’re seeking a motivated and detail-oriented team member to primarily support Jordana with a variety of responsibilities that keep our practice running smoothly and our clients well cared for. This role is ideal for someone who is eager to learn, grow, and build a career in financial services.

Key Responsibilities

· Assist with client paperwork and service-related tasks

· Manage and update our CRM system to ensure accurate records

· Launch and coordinate social media campaigns

· Oversee compliance filings, particularly for events

· Confirm client meetings and assist with follow-up communication

· Contact clients to collect outstanding documents or information

· Enter data into eMoney and other financial platforms

· Provide support for day-to-day operational and administrative needs

What We’re Looking For

· Professional, clear, and confident in client interactions

· Highly organized with strong attention to detail

· Comfortable taking initiative and ownership of assigned tasks

· Interested in developing skills and advancing within the financial services industry

Position Details

· Start Date: January

· Hours: ~30 hours per week to start

· Compensation: $20–$25 per hour (W-2), with opportunities for performance-based bonuses

· Growth: Willingness to obtain required licensing within the first two years of employment