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Financial Advisor

Wealth Management Client Services Associate

Job in Dana Point, Orange County, California, 92629, USA
Listing for: The Clark Group Asset Management
Full Time position
Listed on 2026-01-30
Job specializations:
  • Finance & Banking
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 70000 USD Yearly USD 70000.00 YEAR
Job Description & How to Apply Below
A boutique investment advisory firm in Dana Point is seeking a detail-oriented Client Service Associate to enhance client experiences. This full-time, on-site position involves managing client data, scheduling, and providing administrative support while collaborating with experienced advisors in a nurturing environment. Preferred qualifications include 2+ years in financial services and familiarity with finance tools. Competitive salary of $70,000+ annually along with benefits and growth opportunities offered.

Join a team where your contributions matter!
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Position Requirements
10+ Years work experience
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