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Financial Consultant Financial Services

Wealth Client Support Specialist

Job in Brea, Orange County, California, 92631, USA
Listing for: Fidelity
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 46000 - 75000 USD Yearly USD 46000.00 75000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Client Support Specialist in California. This role involves engaging with high net worth clients, addressing their inquiries, and providing comprehensive support for their financial needs. Candidates must have Series 7 and 63 certifications, as well as 2-3 years of experience in financial services. The position offers a salary range of $46,000 to $75,000, with a hybrid work model allowing onsite and offsite work flexibility, plus extensive benefits including healthcare and educational assistance.
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