Director of First Impressions & Client Service Associate

The Ray Olson Family Financial Planning team is expanding!  We’re an independent firm specializing in evidence-based wealth management.  We proudly foster a genuine, family-focused, approachable, and dedicated team environment.  We seek an organized, reliable, and motivated professional with superior customer service, problem-solving skills, and attention to detail.  This is a full-time position based in Richmond, Virginia. 

Hybrid Role Summary

The Director of First Impressions is the firm's first face and voice, pivotal in setting the tone of professionalism and warmth with all who enter our office. This role embodies our values of kindness, trust, service, and excellence, ensuring every interaction is welcoming and reflects our commitment to client success.

The Client Service Associate routinely interacts with clients, supports our advisors, and ensures smooth office operations....