RIA Recruiting
Client Service Associate
San Jose, CA · Full-time
Sponsorship not specified$65k-$80kDetected 33 days ago
CRMLeadership
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!
- We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full time.
- This position is open to candidates in Pacific and Mountain time zones.
Requirements
- 2 years of financial services experience Adept and skilled with technology and 3 rd party software.
- 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 meet with the leadership team.
Nice to have
- Schwab, Advyzon, Google workspace, Calendly, RightCapital, Holistiplan.
- Ability to travel to
Compensation
- $65k-$80k
Company info
- BetterWealth is a growing financial planning firm in San Jose, CA and we are seeking a PERMANENTLY REMOTE Client Service Associate to join our team.
- We are seeking a Client Service Associate to assist in providing excellent service to our clients.
- Find out more about us at betterwealth.us This position will be permanently remote.
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