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Wealth Advisory Client Services Specialist
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-01-12
Listing for:
Discovered Search
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
A fast-growing wealth advisory practice in California is seeking a Client Service Associate to support its advisors. This role involves responding to client inquiries, scheduling meetings, and maintaining accurate records. Candidates should have over 4 years of experience in client relations within a wealth management firm, hold active Series 7 and 66 licenses, and possess a Bachelor's degree in Business or Finance.
The position offers a salary range of $80k-$90k and includes health benefits, a retirement plan, and paid time off.
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