RIA Recruiting

RIA Recruiting

Client Service Associate

Ventura, CA · Full-time

Sponsorship not specified$70k-$110kDetected 12 days ago
ExcelMicrosoft Office

About the role

  • If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you!
  • Find out more about the firm at screamingeaglewm.com This position will be in-office with the possibility of hybrid work schedule after a three month training period.
  • We want your input to help the firm and this position improve over time!

Requirements

  • If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the team.

Compensation

  • Salary range of $70K-$110K, commensurate with relevant experience Great Work/Life Balance with a Monday-Friday Schedule $300/month health care stipend 401(k) with 3% employer contribution 10 PTO days in the first year plus 9 yearly holidays

Company info

  • Screaming Eagle Wealth Management is a Wealth Management Firm in Ventura, CA and we are seeking a full-time Client Service Associate to join our team.
  • We are committed to helping our clients meet their goals, and exceptional client service is a top priority for us.
  • We are seeking a Client Service Associate to assist in providing excellent service to our clients.

Equal opportunity

  • Equal Opportunity Employer.

This listing is sourced directly from RIA Recruiting's careers page and normalized into a canonical job model.