Client Services Associate

Client Services Associate

Gap, PA

Are you someone who takes pride in precise paperwork, proactive client communication, and supporting a financial planning team?

Why You'll Love Working With Us:

• Structured Development: Step into a role with structured training processes and a dedicated coach who meets with you weekly to support your growth.
• Defined Growth Path: Follow a defined development track for the Client Services Associate role with ongoing advancement opportunities.
• Industry Training: Build financial industry knowledge in an environment that values cultural fit, competency, and long-term development.
• Purposeful Work: Support clients in stewarding their resources wisely and making a meaningful impact on their families and communities.
• Team-oriented Culture: Work alongside a Christian team that values collaboration, accountability, and shared purpose.

Bare Wealth Advisors is a financial planning and wealth management firm based in Gap, PA, serving clients since 2001. We guide individuals and families to intentionally manage wealth in alignment with their God-given purpose, grounded in Biblical wisdom. As a Christian, team-oriented firm, we value generosity, collaboration, and building lasting relationships with both clients and one another.

What You'll Do as a Client Services Associate:

• Prepare & process new accounts and ongoing