Client Service Associate — in Financial Planning
Listed on 2026-10-11
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Finance & Banking
Financial Advisor / Consultant, Financial Sales
Advisor Associate in Encino, CA is seeking a Client Service Associate to join our growing team. You will be the first point of contact for clients, support advisors, and handle account administration while delivering an exceptional client experience.
We welcome candidates licensed or pursuing licensing (SIE, Series 7/66, life/health/variable licenses). This full-time role offers a negotiable salary based on qualifications and licensing and opportunities for professional growth.
Join us at Advisor Associate as our next Client Service Associate — Growth in Financial Planning in Los Angeles, CA, United States.
For the Client Service Associate — Growth in Financial Planning position at Advisor Associate, we are reviewing applications now.
Step into the Client Service Associate — Growth in Financial Planning role at Advisor Associate in Los Angeles, CA, United States and grow with us.
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