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Financial Consultant Financial Services

Hybrid Client Services Advisor – Financial Planning

Job in Costa Mesa, Orange County, California, 92626, USA
Listing for: Edelman Financial Engines
Full Time position
Listed on 2026-03-14
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 75000 USD Yearly USD 60000.00 75000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Costa Mesa seeks a Client Service Associate to provide exceptional client support by coordinating meetings, supervising account activity, and ensuring compliance. This position requires a good understanding of finance, strong communication skills, and a minimum of 2 years of relevant experience. The firm promotes a collaborative culture and offers a competitive salary range of $60,000 - $75,000, with additional benefits.

Join us to make a positive impact on clients' financial decisions.
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