Wealth Client Services Specialist
Listed on 2026-10-12
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Services, Financial Sales
In Touch Financial Services Advisory & Investments in Oakland, CA is seeking a Client Services Advisor to support wealth management clients and assist with financial planning activities.
The role emphasizes proactive client service, collaboration with advisors, and efficient handling of account maintenance and paperwork.
Candidates should have Series licenses or CFP and 3+ years in the field, with a base salary range around $70k-$85k depending on experience.
Step into the Wealth Client Services Specialist role at In Touch Financial Services Advisory & Investments in Oakland, CA, United States and grow with us.
The following role is for a Wealth Client Services Specialist with In Touch Financial Services Advisory & Investments.
Our organisation is growing, and we are hiring a Wealth Client Services Specialist in Oakland, CA, United States.
This role is for the Wealth Client Services Specialist role at In Touch Financial Services Advisory & Investments.
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