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Wealth & Insurance Client Service Associate
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-07-16
Listing for:
LPL Financial LLC
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Financial Services, Wealth Management
Job Description & How to Apply Below
LPL Financial is seeking a Registered Client Service Associate in Newport Beach, CA. The role provides primary client contact and comprehensive administrative support within a financial advisor’s practice, ensuring accurate account setup and regulatory compliance.
The ideal candidate has 3+ years in client-facing financial services, with Series 7/66 licenses and life insurance experience, and thrives in a fast-paced, team-oriented environment while delivering exceptional client service.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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