Financial Advisor Assistant

RFG Advisory is seeking an experienced Assistant for our partner, Willow Private Wealth. The ideal candidate is highly motivated and enjoys working in a fast-paced office environment with a willingness to learn and grow as part of a financial team. Position requires attention to detail, excellent communication skills and strong organizational ability.


  • Provide efficient and timely customer service to clients.
  • Client Care which includes: phone calls, customizing client portals, general client questions and working with clients to resolve issues.
  • Attend prospective client meetings to assist with data gathering.
  • Prepare financial documents including preparation for client meetings.
  • Open and maintain client account records across various custodial platforms
  • Assist with office activities including drafting professional emails and letters, filing, and mailings.
  • Manage appointments and other administrative responsibilities.
  • Maintain accurate client information in Salesforce and other programs as directed.
  • Understand policies and maintain records required by compliance.
  • Other practice management tasks as needed.
  • Represent the firm professionally both inside and outside the office.

Behavioral Attributes:

  • Develops and maintains positive working relationships with others.
  • Maintains a high level of customer service and is passionate about meeting and assisting clients.
  • Takes pride in the achievement of team objectives.
  • Manages time effectively.
  • Keeps pace with changes and acquires knowledge/skills to further personal, professional, and team capability.
  • Consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.


  • Financial services experience preferred.
  • Superior organization skills and attention to detail
  • Must have the willingness to learn firm tech systems and implement them into the advisor's practice
  • Ability to multi-task, prioritize effectively and be a self-starter
  • Strong written and oral communication skills
  • Experience in Microsoft Office Suite. Experience with Salesforce is a plus.

This position will be an employee of Willow Private Wealth. They offer salary, 401k, profit sharing, 2 weeks PTO and a per diem for health insurance.

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.

This is a full-time position. Days and hours of work are Monday through Friday, 8:30- 4:30 pm. Occasional evening and weekend work may be required as job duties demand.