Client Services Associate for Financial Advisors

D.A. Davidson Companies in Newport Beach, CA seeks an exceptional individual to join our high-producing team. The role requires licensing readiness, strong client service, and meticulous attention to detail in handling accounts and regulatory duties.The position supports Financial Advisors with financial plans, client communications and event activities...

Allworth Financial is seeking a Senior Service Associate to support Financial Advisors and deliver exceptional client service in our Folsom, CA office. You will manage account servicing, client requests, onboarding activities, and daily operational support. The ideal candidate brings 5-8 years in a client-facing administrative role within financial services,...

Edward Jones in Rocklin, CA is seeking an Associate Financial Advisor to partner with financial advisors and support teams in delivering personalized financial strategies and exceptional client service. You'll source new clients, nurture relationships, and contribute to the practice's growth while helping clients meet their financial goals through tailored...

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid...

Financial Advisor Opportunity At Edward Jones Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder...

Merrill Wealth Management in Fresno, CA is hiring a client service associate to support Financial Advisors, delivering responsive service and customized solutions. You will coordinate client materials, ensure accuracy, and promote bank offerings while maintaining compliance and risk controls. Ideal candidates have strong communication, a client-centric...

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the...

Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining...

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.  Through regular interactions with clients, individuals in this role build trusted relationships.  Leading with a client first mindset, a successful candidate for this role will have...