Remote Client Advisor & CFO Advisory Leader
San Diego, San Diego County, California, 92189, USA
Listed on 2026-10-05
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Finance & Banking
Financial Advisor / Consultant
Club Capital LLC is seeking a Client Advisor to deliver exceptional customer experiences for small business clients. You will manage a portfolio, review monthly financials, and offer CFO advisory services, acting as a trusted partner to help clients grow.
You will coordinate monthly accounting, produce financial reporting, and collaborate with Tax and Client Experience teams to support complex client needs. Fully remote, nationwide coverage.
Are you ready to take on the Remote Client Advisor & CFO Advisory Leader role at club-capital-careers?
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
This is a Full Time role.
The position is based in United States.
This opportunity is part of our work in Finance, Other.
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