Find Your Career Path

Current Opportunities: 

Client Service Associate

Who We Are: We’re a growing, fee-only RIA helping individuals, families, and business owners navigate their financial lives with clarity and confidence. We deliver financial planning, investment management, and strategic consulting—all tailored to each client’s unique needs. No templates, no shortcuts—just thoughtful, relationship-driven service.

We value transparency, trust, and putting people first. Our culture is built on collaboration, continuous improvement, and showing up with purpose. We work hard, support one another, and keep things human—because building a secure future should feel good.

Where You Fit In: You live at the intersection of operations, client service, and growth—the heart of our firm’s “Venn diagram.” You’re tech-savvy, process-oriented, and driven by both precision and people. As a remote/hybrid Client Service Associate, you’ll support the advisory team, streamline systems, elevate the client experience, and contribute to marketing and business development efforts.

What You’ll Do

  • Maintain CRM data, prep for meetings, take notes, and ensure task completion
  • Support internal operations, team workflows, and compliance tracking
  • Assist with marketing content (social, blog, podcast, YouTube, etc.)
  • Communicate with custodians, vendors, and clients in a timely, professional way
  • Help drive consistency and excellence across our client experience

What You Bring

  • Organized, detail-obsessed, and proactive—you get things done and done well
  • Tech-friendly (ie. Schwab, Wealthbox, Orion, Riskalyze, Holistiplan, G Suite, Mac)
  • Comfortable juggling tasks and learning new systems independently
  • A people-first mindset with the confidence to call, follow up, and problem-solve
  • 1+ year in financial services is preferred (but we’ll train the right person)
  • Enjoy crafting social content and driving engagement
  • Have a knack for improving processes and documentation
  • Value collaboration but thrive working remotely and independently
  • Want to grow with a firm where your contributions matter

If you are looking for an opportunity to contribute your skills in a dynamic environment while supporting a dedicated team, we encourage you to apply for the Client Service Associate position.

Please note, as an independent fee-only firm, we do not sell financial products or receive commissions and business development is not required for this role. This role does not involve giving financial advice to clients. 

Think you’re the perfect fit? In your cover letter, give us three compelling reasons why you’re the one we need on our team. Show us how your skills, drive, and passion align with our core values and mission as we grow.  Please email info@shermanwealth.com with your resume and cover letter if interested.