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Client Service Specialist

Palm Harbor, FL · Administrative
SimplePath Wealth Management, LLC
Expanding fast - Looking for a talented, passionate

(Palm Harbor, FL)


SimplePath Wealth Management, LLC is an independent RIA (Registered Investment Advisor), award winning, high-net-worth retirement planning firm with a focus on helping nice folks live their best lives through comprehensive financial planning. We are a passionate, driven team of professionals who thrive on building relationships and having fun doing it. We are thoughtful and generous in the resources and support we provide our team members to ensure they are happy in life and work.

Our location: 220 Palm Harbor Blvd (Alt 19), Palm Harbor, FL 34683. www.simplepathretirement.com
NOTE: This is a full-time, in-person position.


We are looking for someone who has a passion for helping others that can service and love on our clients and their families through proactive and responsive client servicing. We need a team member who can work unsupervised and independently, while being part of a team focused on creating an authentic, caring experience. You will help us expand our services so that we have more clients living their best lives through proper financial planning. There is plenty of career and personal growth potential including becoming a CFP® (Certified Financial Planner) or advisor, if desired.

  • Minimum of 2 years’ experience (working alongside a financial advisor in a fast-paced office environment.
  • Previous experience in processing important, detailed paperwork
  • Understanding of retirement accounts, ACAT’s, account opening, and basic investments are required.
  • Expert computer skills including the ability to proficiently operate an Apple computer and Excel
  • Proficient in using CRM Software (Salesforce experience a plus)
  • Associates Degree or Equivalent
  • Series 65, Life & Health license, or obtained within 6 months.
  • A clean background check with no criminal record or finance-related disclosures is necessary for this position
  • Must possess a valid driver’s license with reliable transportation.
  • A warm, friendly, and professional appearance and demeanor is required.
  • Attention to detail and accuracy is a must
  • It is in your nature to deliver excellence in all client interactions
  • Enjoys and is proficient in administration and paperwork 
  • Proactive management style and consistent follow-through.
  • Strong organizational and prioritization skills
  • Empathetic and caring nature for clients’ needs and personal situations.
  • High personal emphasis on personal development and growing your skills and competencies
  • Communicates clearly and professionally, both written and spoken, with our clients and staff
  • You are upbeat and outgoing; you get along well with others, even under pressure.
  • You are a team player who helps maintain a pleasant environment to work in and enjoys seeing your teammates do well.
  • Collaborate with the advisor, operations, and other team members to always deliver a Ritz Carlton level of service to our clients and their families
  • Provide clients servicing of their accounts including withdrawals, beneficiary changes, investment changes, account login assistance)
  • Managing meeting dictation, follow up tasks, and workflow for the operations department.
  • Develop, manage, and retain strong client relationships with a best-in-class experience
  • Proactively reach out to clients with updates and keeping them on track with their financial plan
  • Opening and funding investment and insurance accounts, as needed
  • Working in a strict regulatory environment with a high level of security and trust as you will we working directly in clients financial accounts.

We offer a highly competitive compensation and benefits package of $55,000 - $85,000 (based on licenses, experience and skills), including a base salary and quarterly & yearly bonuses. Benefits include:
  • Health, Dental, Vision
  • Quarterly Clothing Allowance
  • Very generous PTO and holiday pay
  • Birthday day
  • Office refreshments
  • Staff trips & activities
  • Employer-provided retirement plan for qualified employees
  • A newly renovated office with state-of-the-art technology
Thank you for applying online

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