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Financial Advisor Financial Consultant

Wealth Advisory: Client Relations Associate

Job in Irvine, Orange County, California, 92713, USA
Listing for: CliftonLarsonAllen LLP
Full Time position
Listed on 2026-02-21
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
  • Business
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 55000 - 110000 USD Yearly USD 55000.00 110000.00 YEAR
Job Description & How to Apply Below
A national professional services firm seeks a Client Relationship Associate in Irvine, CA, to provide comprehensive support to Wealth Advisors and enhance client satisfaction. You will engage in managing client relationships, document meetings, and ensure data accuracy within CRM systems. Ideal candidates have a Bachelor's degree and 3+ years in investment. The position offers benefits like flexible PTO, wellness stipends, and competitive salaries ranging from $55,000 to $110,000 annually.
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Position Requirements
10+ Years work experience
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