Wealth Partnership Associate

5 days ago


Santa Monica, California, United States Abacus Wealth Partners Full time

We're seeking a Wealth Partnership Associate to join our team at Abacus Wealth Partners. As a key member of our organization, you'll be responsible for building strong relationships with clients and ensuring a seamless client experience.

This role offers an excellent salary range of $65k-$70k, as well as a comprehensive benefits package. In addition to your base salary, you can expect unlimited vacation time, flexible work hours, and 16 weeks of paid parental leave.

The ideal candidate will have at least 2 years of experience in customer service and possess excellent communication skills. You should also be able to study for and pass the Series 65 exam, which is a legal requirement for career progression in this role.

We're looking for a team player who is passionate about delivering exceptional customer service. If you're a detail-oriented individual with a love for working with clients and advisors, we encourage you to apply.

In this role, you'll be responsible for:

  • BUILDING STRONG RELATIONSHIPS WITH CLIENTS.
  • COMMUNICATING WITH CLIENTS IN A CLEAR AND GENTLE MANNER.
  • TRACKING OPEN REQUESTS CLOSELY AND MAINTAINING ACCURATE RECORDS.
  • WORKING WITH CLIENTS, ADVISORS, AND FINANCIAL CUSTODIANS TO ENSURE A SMOOTH CLIENT EXPERIENCE.


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