Senior Client Services Specialist, Financial Advisory
Listed on 2026-10-07
-
Finance & Banking
Accounting & Finance, Financial Analyst
Allworth Financial is seeking a Sr. Service Associate to support our financial advisory team at the Folsom, CA office.
This full-time, non-exempt role requires 5 days in-office per week and offers a budgeted salary of $70,000–$85,000 with eligibility for an annual bonus based on performance and company results. You will handle client inquiries, manage paperwork, and assist with account transactions, working closely with senior team members.
This role is for the Senior Client Services Specialist, Financial Advisory role at Allworth Financial.
All applications are reviewed carefully by our team.
The position is based in Sacramento, CA, United States.
This opportunity is part of our work in Sales.
The advertised compensation is 70.000 - 85.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).