The Myrias Group

The Myrias Group A private wealth advisory practice of Ameriprise Financial Services, LLC It's an opportunity to get to know an advisor and share your goals and dreams.

Areas of Focus:

Retirement Planning Strategies
Estate Planning Strategies
Investments
Charitable Giving

Working Together:
Meeting with an Ameriprise financial advisor is an important first step. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together. What to expect:
Professional help in clarifying your financial goals and priorities. If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives. Accurate information about our tailored solutions, including risks, benefits and costs. What to bring
A list of any questions you have regarding your current financial situation. Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention. A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media. CA Insurance

🎂 Happy Birthday, Tyler! Your hard work and integrity make a difference every day. Wishing you joy and success in the ye...
10/10/2026

🎂 Happy Birthday, Tyler! Your hard work and integrity make a difference every day. Wishing you joy and success in the year ahead!

The best financial conversations start with understanding where you stand today. OmniView® can help create a more comple...
10/09/2026

The best financial conversations start with understanding where you stand today.

OmniView® can help create a more complete view of your financial life, providing added perspective as we plan for what's next.

We’re hiring a Part-Time Client Service Associate to support our Richmond team. If you know someone who is passionate ab...
10/07/2026

We’re hiring a Part-Time Client Service Associate to support our Richmond team. If you know someone who is passionate about client service and enjoys working in a collaborative, growth-focused environment, please share this opportunity with them.

Email a resume and cover letter to us at [email protected].

The Myrias Group, a fast-growing independent wealth management firm serving individuals, families, and their businesses for over 40 years, is currently seeking an experienced Client Service Associate to join our growing and ever evolving team in our Richmond location.

We are seeking a talented individual who will step into an instrumental role by providing client relationship support by deepening existing client relationships and providing exceptional service with proactive communication.

Key Responsibilities:
· Greeting clients upon arrival and extending hospitality to clients
· Call clients or prospects to set up meetings or appointments
· Prepare forms for appointments
· Conduct client appointment reminder calls, and check-in calls on follow up items
· Answering calls to the office
· Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
· Maintain and order office supplies
· Set up and maintain client management system
· Perform other allowable duties as assigned by the financial advisor
General expectations & characteristics:
· Physical presence in office during regular office hours
· Humility
· Patience
· Honesty and integrity
· Professionalism
· Mindset of service to others
· Collaborative
· Initiative-taking in doing tasks, but not without knowing how to do them or if they are valuable
· Efficient
· Accurately and completely manage a high volume of work
· Optimistic
· Willingness to learn
· Ability to self-start
· Accept delegation
· Ability to manage multiple projects at one time

Preferred skills:
· Ability and willingness to speak with clients and prospects
· Tech savvy and proficient
· Diligence
· Mindfulness
· Looking for solutions to questions/problems
· Intermediate knowledge of Microsoft office suite

Compensation
Negotiable, depending on experience. Salary range is $20-$25 per hour. Potential for incentive bonuses.

Our clients' stories are about more than financial planning. They are stories of meaningful progress, greater confidence...
10/06/2026

Our clients' stories are about more than financial planning. They are stories of meaningful progress, greater confidence, and the pursuit of the life they envision.

Visit our website to see more client stories. www.themyriasgroup.com



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Happy Birthday, Elizabeth! 🎂 We appreciate the energy and commitment you bring to our team. May this year be full of opp...
10/05/2026

Happy Birthday, Elizabeth! 🎂 We appreciate the energy and commitment you bring to our team. May this year be full of opportunities and achievements!

Happy Birthday, Glenn! 🎂 Wishing you a fantastic birthday! Your dedication and positive influence help us deliver excell...
10/03/2026

Happy Birthday, Glenn! 🎂 Wishing you a fantastic birthday! Your dedication and positive influence help us deliver excellence every day. Enjoy your special day!

As Certified Financial Planner (CFP®) professionals, your interests are always top of mind. We are committed to high sta...
09/28/2026

As Certified Financial Planner (CFP®) professionals, your interests are always top of mind. We are committed to high standards of competence and ethics, including:
- Loyalty: We place your interests above our own or those of our firm.
- Care: We act with the care, skill, prudence and diligence in view of your goals, risk tolerance, objectives, and financial and personal circumstances.
- Diligence: We comply with all objectives, policies, restrictions and other terms that we have agreed to.

Call us today to learn more about the benefits of working with a CFP®.

Address

4030 Quarles Court
Harrisonburg, VA
22801

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15404344956

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