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Financial Services Financial Advisor Accounting & Finance Financial Consultant

Impact Investing: Wealth Client Services Associate

Job in Oakland, Alameda County, California, 94616, USA
Listing for: New Level Resources
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor, Accounting & Finance, Financial Consultant
Salary/Wage Range or Industry Benchmark: 62000 - 72000 USD Yearly USD 62000.00 72000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in Oakland, California is seeking a Client Services Assistant for Wealth Management to support client onboarding and account operations. The ideal candidate has a certification or degree in Finance and prefers experience in Sustainable Investing. This role emphasizes a collaborative environment and provides comprehensive benefits including health coverage and a 401(k) plan. Compensation ranges from $62,000 to $72,000 annually based on experience.
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Position Requirements
10+ Years work experience
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