Client
Associates

Client Associates are indispensable partners to successful wealth management practices.

Client Associates are indispensable partners to successful wealth management practices. They are the unsung heroes who advisors and clients both depend upon to reach their respective financial goals. Client Associates have a broad skill set and contribute in several capacities.

  • Client Advocate
  • Problem Solver
  • Business Manager
  • Relationship Management
  • Technology Consultant
  • Events Coordinator
The fastest growing channel in wealth management today is independence.

Independence is empowering for Client Associates. As teams transition to Independence, many CAs have taken on additional responsibilities or changed roles altogether.

Chief of Staff, Office Manager, Business Manager and Client Concierge are a sampling of the opportunities Independence provides. Some teams have even introduced officer titles such as Vice President, Assistant Vice President, etc. to their Client Associates.