Wealth Management Client Services Advisor
Listed on 2026-10-09
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Merrill Wealth Management is seeking a client-focused professional to provide service support to Financial Advisors, handling client requests and advocating for clients’ needs. You will help deepen relationships and coordinate with the FA on tailored banking solutions while maintaining compliance and accuracy.
The role emphasizes teamwork, operational excellence, and a client-first mindset in a fast-paced, office-based environment in California. Prior FINRA licenses and CRM experience are valued.
As a Wealth Management Client Services Advisor, you will play an important part at ghr in Brea, CA, United States.
Step into the Wealth Management Client Services Advisor role at ghr in Brea, CA, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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