Operations / Client Service Associate

Guiding Financial is a boutique RIA based in Austin, TX operating as a quasi–family office for ultra–high-net-worth families. We provide disciplined investment management grounded in evidence-based principles alongside comprehensive wealth planning, including tax, estate, cash flow, risk management, and philanthropy. Our key differentiator is focus: we intentionally serve fewer than ten families, allowing for deep relationships, high-touch execution, and fully integrated financial stewardship.

Guiding Financial is seeking a Fully Remote Operations / Client Service Associate to join our team. As a small, entrepreneurial firm, we offer a dynamic and collaborative work environment where your contributions will have a big impact in a short period of time.

We are dedicated to providing white-glove service and guidance to our clients as they navigate their daily finances and chart their futures. This role is critical to supporti...