Careers at FirsTrust
FirsTrust has served families since 1995 with a team-based model built on fee-only independence and deep expertise. If that’s the kind of firm you want to build a career inside, we’d like to hear from you.
Independent
Your clients’ best interests are served when you can evaluate opportunities across the entire market, not a proprietary shelf. Independence means every recommendation reflects your professional judgment.
Fee-Only
Your clients' best interests are served when you eliminate conflicts of interest like sales commissions, principal transactions, third-party marketing incentives, brokerage revenue sharing, embedded sales charges, and other obscured investment expenses.
Collaborative Expertise
Your clients’ best interests are served when specialists in investment management, tax planning, and estate strategy coordinate around each family’s goals. You won’t work in isolation. You’ll work alongside credentialed professionals who sharpen your recommendations.
Open Positions
FirsTrust is a fee-only fiduciary wealth management firm in Daytona Beach. We do not sell any products or accept commissions. We're hiring a Client Service Coordinator to be the right hand to our lead advisors and keep their client book running, so nothing slips through the cracks.
What we offer: health insurance, dental, a 401(k) and retirement plan, paid time off, and tuition reimbursement — at a stable, fiduciary firm where you'll own real responsibility and grow alongside a senior advisor, with no quotas. Full-time, in person, in Daytona Beach.
Responsibilities
- Keep track of every client — where they stand, when they're due for a review, and what's still open.
- Prep meeting materials and capture the follow-ups in our CRM and process notes.
- Drive open items to done, handing account paperwork to our operations team.
- Stay ahead of deadlines and protect the advisor's calendar and inbox.
Requirements
- 1–3 years in administrative or operations roles.
- Relentlessly organized, sharp on priorities, and trustworthy with confidential information.
- Comfortable in Outlook and quick to learn a CRM (we use Wealthbox).
- High school diploma or equivalent (required).