Opportunity Description
Job Description
Job Description
Operations & Client Service Associate
About
Scherer Financial Advisory Services is a well-established RIA in the Dallas/Plano area. We work with pre-retirees, retirees, and high-net-worth households whose financial lives have grown complex enough that real coordination matters.
About half of the work is direct client service — building relationships with the people we serve, helping them navigate everyday account questions, and being the steady voice on the phone. The other half is operations — the detail-intensive work of keeping a financial advisory practice running cleanly. Both halves carry equal weight, and the person we are looking for genuinely enjoys both.
• You'll own real work. In a small RIA, every seat matters. You'll see the whole picture, take real ownership, and your judgment will show up in the client experience.
• We're built for...
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