Company Overview
WGG Wealth Partners is a leading financial planning firm committed to providing exceptional investment solutions and superior client service. Our firm specializes in offering comprehensive financial advisory services to individuals and businesses, helping them achieve their financial goals and secure their future. We are currently seeking a skilled and team-oriented individual to join our practice as a Client Service Department Manager.
Job Summary – Client Service Department Manager
The Client Service Department Manager provides leadership, oversight, and direction to the client service team to enhance overall functionality of the practice. The position is responsible for the direct supervision of all paraplanners and client service associates, including hiring, evaluating, coaching, and development. The manager is also responsible for planning and maintaining all department work systems, procedures, and policies that enable and encourage the optimum performance of all assigned employees and achievement of practice goals. This position consistently follows high standards of business and professional ethics and legal and regulatory requirements when performing work activities. Â
Responsibilities
- Manage client service environment and employees.
- Consciously create a workplace culture that is consistent with the practice’s overall vision, guiding principles, and values.
- Foster a spirit of teamwork and unity among client services team members that creates a positive environment for achieving practice goals.
- In conjunction with the COO and Partners, establish strategic goals for the client service department and identify the resources and training needed for successful implementation.
- Provide oversight, direction, and supervision to the client services employees in accordance with the practice’s policies and procedures.
- Mentor and develop employees to foster career advancement opportunities.
- Interview, select, and hire new employees and provide orientation and training.
- Implement and oversee ongoing training of employees on new processes, products, and systems.
- Establish and use performance management and development processes that include employee contributions, goal setting and feedback.
- Provide effective performance feedback through employee recognition and rewards, and conduct disciplinary action, when needed. Â
- Communicate and meet regularly with COO, Partners, and others within the practice on the client service team’s overall performance and needs.
- Serve as the main conduit between the client service team and the front office, advisors, COO and Partners on issues impacting delivery of services to clients.
- Monitor, evaluate, plan, and implement effective and efficient systems, procedures, and processes that fulfill the mission and goals of the practice and client service department.
- Identify and implement solutions to resolve complex client issues and questions.
- Maintain client service department employee work schedules including assignments, training, vacations, paid time off, coverage for absenteeism, and overtime.
- Establish effective communication with employees through regular client service team meetings, one-on-one meetings, email, and regular interpersonal communications.
- Maintain high standards and assure compliance with all legal and regulatory requirements.
- Maintain professional and technical expertise by attending workshops and trainings, keeping current on changes in financial planning trends, and participates in other management level activities.
- Perform other duties as assigned.
Qualifications
- Bachelor’s degree or equivalent work experience.
- Active Series 7, Series 66, and Life licenses.
- Prior experience working in a management position within the financial services, banking industry or related role.
- Demonstrated experience supervising a team of direct reports.
- Proven leadership, team building, and staff development skills.
- Strong analytical and problem-solving skills.
- Experience creating and implementing procedures and systems to effectively achieve goals.
- Excellent writing and communication skills.
- Understanding of compliance issues, rules and regulations for the industry.
- Ability to think strategically while maintaining a focus on a tactical level.
- Self-motivated and able to perform in a fast-paced work environment.
- Effective communicator and able to establish positive relationships with employees, advisors, clients, and others.
- Detail oriented, well organized, and able to multi-task and effectively prioritize workloads.
- Results oriented.
- Positive attitude and sincere willingness to constantly learn and grow.
Compensation and Benefits
- Compensation commensurate to experience.
- Comprehensive benefits and retirement package including medical, dental and vision insurance, 401k with profit share, vacation, and sick time.
- Performance based bonus opportunity.
- Covered costs for licensing and continuing education towards your training and development goals.
Why Choose WGG!
Reputation – For over twenty years, we have been helping clients protect their wealth. We have an established track-record of stability and success where you can apply your skills in a place you love to work and help make a difference.
Growth Opportunities – We focus on the professional growth and development of every team member, creating opportunities to expand your knowledge and grow your career.
Career Development and Education – In addition to nationwide trainings, we offer in-office learnings and professional development to grow your knowledge and skill base.  Â
Comradery – Work alongside a large team where you can learn from seasoned Advisor mentors and grow with a variety of professionals.Â
Community Focused – We are passionately committed to giving back to the local community through our donations, sponsorships, event participation, and board positions with a variety of local charitable organizations.
How to Apply:
If this sounds like an exciting opportunity to you, we invite you to apply for the Client Service Department Manager position. We look forward to reviewing your application and potentially welcoming you to our growing team.
WGG Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC.
3741 Douglas Blvd. Suite 290, Roseville, CA 95661.
Wggwealthpartnes.com | wggwealthpartners@ampf.com
WGG Wealth Partners
Related jobs:
Utility II – Little League Baseball Regional
Job Description
ESPN is seeking an experienced Utility II crew member to support technical operations for the Little League Baseball Regional at Giamatti Field in Bristol, Connecticut. This live sports production role will assist with the setup, execution, and teardown of remote television broadcasts. The Utility II will handle broadcast equipment, manage cabling, support camera operators, and assist technical departments throughout the production.
Job Responsibilities
- Assist technical operations with remote broadcast setup, execution, and teardown
- Load and unload broadcast equipment from production trucks
- Help lay out and pick up broadcast cabling
- Pull and coil cables for camera operators
- Carry cameras, batteries, and other production equipment as needed
- Assist scenic and lighting departments when required
- Climb ladders and work overhead on scaffolding or rooftops when necessary
- Maintain organized and properly wrapped cable throughout production
Requirements
- Must be 18 years of age or older
- Must live within 100 miles of Bristol, Connecticut
- Minimum of 7 shows worked as a regional-level utility in live remote productions
- Operational familiarity with TV cameras, cables, monitors, and related broadcast equipment
- Skilled in over/under cable wrapping and maintaining tidy cable coils
- Comfortable performing physically demanding broadcast production duties
- Firsthand knowledge of venue production areas preferred
Compensation
- Paid live sports production opportunity
- Compensation provided for selected production crew members
Skycam Utility – Live Sports Broadcast
Job Description
Skycam is seeking a Utility crew member to support technical operations for a live sports broadcast at Allegiant Stadium in Las Vegas, Nevada. This hands-on broadcast production role will assist with setup, game-day operations, and strike while helping ensure Skycam cables and reels remain properly managed throughout the event. The position also involves handling broadcast equipment and supporting the loading and unloading of production trucks.
Job Responsibilities
- Assist technical operations with Skycam setup and strike
- Support game-day operations during a live sports broadcast
- Monitor Skycam cables and reels to prevent tangling
- Help unload and load broadcast equipment from production trucks
- Carry equipment and assist with technical setup as directed
- Work safely around stadium production areas
- Climb and walk stadium catwalks when required
- Follow instructions from the technical operations and production teams
Requirements
- Comfortable performing physically demanding production work
- Able to lift equipment weighing up to 40 pounds
- Comfortable climbing and walking stadium catwalks
- Able to assist with loading, unloading, setup, and strike
- Comfortable working around professional broadcast equipment
- Able to work efficiently in a fast-paced live sports environment
- Must be able to work at Allegiant Stadium in Las Vegas, Nevada
Compensation
- Paid live sports production opportunity
- Compensation provided for selected production crew members
Utility II – Little League Baseball Regional
Job Description
ESPN is seeking an experienced Utility II crew member to support technical operations for the Little League Baseball Regional at Little League Central in Whitestown, Indiana. This live sports broadcast role will assist with the setup, execution, and teardown of remote television productions. The Utility II will help handle broadcast equipment, run cables, support camera operators, and work with technical teams to ensure efficient production operations.
Job Responsibilities
- Assist technical operations with remote broadcast setup, execution, and teardown
- Load and unload broadcast equipment and media from production trucks
- Help set up and break down broadcast cabling
- Pull and coil cables for camera operators during production
- Carry cameras, batteries, and other broadcast equipment as required
- Assist scenic and lighting departments when needed
- Climb ladders and work overhead on scaffolding or rooftops when required
- Maintain organized and properly coiled cable throughout production
Requirements
- Must be 18 years of age or older
- Must live within 100 miles of Whitestown, Indiana
- Minimum of 7 shows worked as a regional-level utility in live remote productions
- Operational familiarity with TV cameras, cables, monitors, and related broadcast equipment
- Skilled at over/under cable wrapping and maintaining tidy cable coils
- Comfortable handling and carrying professional broadcast equipment
- Able to perform physically demanding production tasks
- Firsthand knowledge of venue production areas preferred
Compensation
- Paid live sports production opportunity
- Compensation provided for selected production crew members
Runner II – Little League Baseball Regional
Job Description
ESPN is seeking an experienced Runner II to support operations and production for the Little League Baseball Regional at Giamatti Field in Bristol, Connecticut. This live sports production role supports remote broadcasts by running errands, distributing information, coordinating announcer arrivals and departures, and completing other production-related assignments. The ideal candidate has regional-level runner experience, understands basic broadcast operations, and can adapt quickly in a fast-paced live event environment.
Job Responsibilities
- Assist operations and production teams during live remote broadcasts
- Run production errands and distribute information to appropriate team members
- Help coordinate announcer arrivals and departures
- Complete production and show-related assignments as directed
- Communicate reliably with production personnel by phone, text, and email
- Adapt to changing priorities in a fast-paced sports production environment
- Check in and out with the operations team each workday
- Support other runners and production personnel throughout the event
Requirements
- Must be 21 years of age or older
- Must live within 100 miles of Bristol, Connecticut
- Must have a valid driver’s license
- Minimum of 8 shows worked as a regional-level runner in live remote productions
- Working knowledge of basic broadcast operations
- Reliable communication by phone, text, and email
- Positive, proactive, and adaptable personality
- Familiarity with the Bristol area and venue preferred
- Ability to lead other runners during an event preferred
Compensation
- Paid live sports production opportunity
- Compensation provided for selected production crew members
Runner II – Little League Baseball Regional
Job Description
ESPN is seeking an experienced Runner II to support operations and production for the Little League Baseball Regional in Whitestown, Indiana. This live sports production role will assist with remote broadcast logistics, including running errands, distributing information, coordinating announcer arrivals and departures, and completing production-related tasks as directed. The ideal candidate has previous live remote production experience, understands basic broadcast operations, and thrives in a fast-paced sports environment.
Job Responsibilities
- Assist operations and production teams during live remote broadcasts
- Run production-related errands and distribute information as needed
- Assist with coordinating announcer arrivals and departures
- Complete show-related tasks as directed by the production team
- Adapt quickly to changing priorities and production needs
- Check in and out with the operations team each workday
- Maintain reliable communication with the production team
- Support smooth event operations in a fast-paced live sports environment
Requirements
- Must be 21 years of age or older
- Must live within 100 miles of the event site in Whitestown, Indiana
- Must have a valid driver’s license
- Minimum of 8 shows worked as a regional-level runner in live remote productions
- Working knowledge of basic broadcast operations
- Reliable communication via phone, text, and email
- Familiarity with the local area and venue preferred
- Ability to lead other runners during an event preferred
- Positive, proactive, and adaptable attitude
Compensation
- Paid live sports production opportunity
- Compensation provided for selected production crew members
Job Description
A UCLA Extension Advanced Filmmaking Workshop thesis project is seeking crew members for an upcoming comedy-drama short film shooting in Los Angeles. The production will film across two interior locations and is looking for experienced professionals as well as early-career crew members for a variety of behind-the-scenes roles. While this is an unpaid student production, selected crew will receive screen credit, meals, and covered production expenses.
Job Responsibilities
- Perform duties for your assigned crew position during production.
- Collaborate with the director and department heads on set.
- Help maintain a professional and efficient production environment.
- Be available for one or both scheduled shooting days, depending on the role.
Requirements
- Crew positions include:
- 1st Assistant Camera (experienced)
- 2nd Assistant Camera / Camera Production Assistant
- Gaffer / Key Grip
- Production Sound Mixer with Boom Operator
- 1st Assistant Director
- Hair and Makeup Artist
- Art Department / Set Dressing
- Production Assistants
- Intimacy Coordinator
- Behind-the-Scenes Photographer
- Composer
- Experience required for select technical positions.
- Early-career applicants are encouraged for Production Assistant and 2nd AC/Camera PA roles.
Compensation
- Unpaid opportunity.
- Screen credit provided.
- Meals on set included.
- Production expenses and expendables covered.
Job Description:
Eden Pictures is seeking passionate crew members to join its team for the Nashville 48 Hour Film Project, taking place August 14–16 in Nashville. Whether you’re a college student looking for hands-on production experience or a filmmaker eager to collaborate on a fast-paced project, this is an opportunity to help create a film from script to screen in just 48 hours.
Job Responsibilities:
- Assist with film production during the 48 Hour Film Project.
- Collaborate with the cast and crew throughout the production.
- Perform duties specific to your assigned crew position.
- Help ensure the project stays on schedule over the production weekend.
Requirements:
- Open to applicants for the following crew roles:
- Gaffer
- Grip
- Sound Mixer / Boom Operator
- Production Designer
- Props Master
- Production Assistants
- Stunt Coordinator
- Passion for filmmaking and collaboration.
- Available August 14–16 in Nashville.
Compensation:
- Meals provided.
- Opportunity to build your portfolio.
- Network with industry professionals.
- Gain hands-on filmmaking experience.
Job Description
A paid commercial production is hiring local film crew professionals for an upcoming shoot in the Midland/Odessa, Texas area. The production is seeking experienced crew members across multiple departments, making this an excellent opportunity for industry professionals looking to work on a commercial production with a collaborative team.
Job Responsibilities
- Perform the duties associated with your assigned production crew role.
- Collaborate with department heads and crew members throughout the commercial shoot.
- Maintain professionalism and follow production schedules and safety guidelines.
- Be available for the full production period.
Requirements
- Must be local to the Midland/Odessa, Texas area.
- Available for the scheduled production week.
- Experience in one of the following roles:
- Key Grip
- Grip/Swing
- Production Designer
- Wardrobe Stylist
- Hair/Makeup Artist
- Production Assistant
- Camera Production Assistant
- Apply only if qualified for the desired position.
Compensation
- Paid commercial production opportunity.
- Work with a professional production crew.
- Gain valuable experience on a commercial shoot.
Job Description
A film production is hiring experienced local crew members in the Salt Lake City, Utah area for an upcoming production. The team is seeking skilled professionals with experience in film, television, commercial, or documentary productions. This is a local hire opportunity for crew members who can work efficiently in a fast-paced production environment.
Job Responsibilities
- Perform duties based on your assigned production role.
- Collaborate with the production team throughout filming.
- Maintain a professional attitude on set.
- Arrive prepared with required equipment when applicable.
- Support efficient production operations during the shoot.
Requirements
- Local to the Salt Lake City, Utah area.
- Previous experience in film, television, commercial, or documentary production.
- Professional work ethic and ability to work efficiently on set.
- Sound Mixer applicants should include an equipment list.
- Submit your resume, relevant production credits, day rate, contact information, and equipment list (if applicable).
- Use the subject line: Salt Lake Crew – [Position] – [Your Name].
Compensation
- Paid crew opportunity.
- Compensation based on position and day rate.
- Local hire only.
Job Description
A local media and storytelling team is hiring a full-time Creative Producer to help shape engaging stories that connect Las Vegans to their city. This role supports content development across audio and digital platforms, working closely with the team to plan, produce, and deliver compelling local storytelling. Candidates must live in the Las Vegas metro area and be excited about community-focused content.
Job Responsibilities
-
Develop, pitch, and produce local story ideas for audio and digital platforms.
-
Coordinate production logistics, including scheduling, planning, and managing deliverables.
-
Support recording sessions and help guide content structure from concept to final output.
-
Collaborate with hosts and internal team members to ensure content aligns with editorial goals.
-
Maintain organized workflows and timelines for ongoing content production.
Requirements
-
Must live in the Las Vegas metro area.
-
Experience producing audio, podcast, or digital content (professional or comparable experience).
-
Strong storytelling instincts and knowledge of local culture/community interests.
-
Excellent organizational skills and ability to manage multiple deadlines.
-
Comfortable working collaboratively in a fast-paced content environment.
Compensation Details
-
Compensation details are not listed in the post (to be provided during the application process).
Model Recruiters for Fashion and Talent Agency
Job Description
A top-tier modeling agency is now hiring motivated Model Recruiters to scout new talent and connect with aspiring models in the Atlanta market and beyond. This is a remote-friendly, commission-based opportunity ideal for self-starters who are passionate about fashion, talent development, and building strong networks in the entertainment industry. If you’re looking for flexibility and income potential while expanding your footprint in the modeling world, this role is for you.
Job Responsibilities
- Identify and recruit potential modeling talent through online platforms and personal networks
- Build and maintain a pipeline of qualified candidates for agency representation
- Conduct initial outreach and guide talent through the application process
- Attend weekly calls and monthly virtual meetings for team updates and support
- Stay informed on trends in the modeling and entertainment industries
Requirements
- Must be 18 or older
- Familiarity with the fashion or modeling industry preferred
- Self-driven, organized, and results-oriented
- Smartphone and/or computer required for daily communication
- Able to work independently with minimal supervision
Compensation
- Commission-based pay structure with unlimited earning potential
- 90% remote flexibility
- Access to an established network within the Atlanta modeling market
- Ongoing mentorship and brand-building opportunities
