Careers
LockKeeper Wealth Partners is seeking an experienced Client Service Associate to help deliver an exceptional client experience while supporting financial planning and firm operations. This role works directly with the firm’s founder and offers a clear path to expanded responsibility over time.
What You'll Do
- maintenance, service requests, and proactive follow-through.
- Support the financial planning process through data gathering, plan preparation, and client meeting deliverables.
- Manage custodial and operational workflows across portfolios and the firm’s advisory technology stack.
- Maintain complete and accurate client records in accordance with advisory compliance standards.
- Identify process improvements and implement better ways of serving clients.
- Take on increasing planning and operational responsibilities as your experience grows.
Qualifications
- Two or more years of experience in financial services; wealth management or RIA experience strongly preferred.
- Series 7 and Series 66 preferred (Series 65 considered in lieu of 7/66).
- CFP® certification or active progress toward certification preferred.
- Bachelor’s degree preferred.
- Experience with advisor CRM and financial planning software.
- Strong proficiency with Microsoft 365.
Who Will Thrive Here
Credentials matter, and judgment matters more.
We’re looking for someone who notices the question that wasn’t asked, follows through without being reminded, and takes ownership of the outcome. The right person will:
- Communicate with warmth, professionalism, and confidence.
- Stay organized and accurate while managing competing priorities.
- Work independently and enjoy solving problems without waiting for direction.
- Want to grow into broader planning and operational responsibilities over time.
This is not a role limited to paperwork. You’ll gain meaningful exposure to complex financial planning, including equity compensation, concentrated stock positions, estate planning coordination, and tax-aware portfolio management.
If you’re curious, dependable, and motivated to build a long-term career in wealth management, you’ll find plenty of opportunity to grow here.
Details
Compensation: $50,000–$75,000 base, commensurate with experience, plus bonus and benefits
Location: Brecksville, Ohio (Hybrid – a combination of in-office and remote work. Client meetings are held in person as needed.)
Reports to: Chuck Boulware, CFA, CFP®
Founder & Managing Partner