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Wealth Client Services Associate II

Job in Virginia Beach, Virginia, 23450, USA
Listing for: Clarke Financial Management
Full Time position
Listed on 2026-06-21
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services, Wealth Management
Salary/Wage Range or Industry Benchmark: 50000 - 80000 USD Yearly USD 50000.00 80000.00 YEAR
Job Description & How to Apply Below

Clarke Financial Management in Virginia Beach, VA is seeking a Client Service Associate II. You will collaborate with the Concierge Department to deliver outstanding wealth management services to clients. Responsibilities include reviewing investment account applications, communicating with clients, and managing service requests.

The ideal candidate has 3-5 years of experience in the wealth management industry, a bachelor's degree, and FINRA licenses. We offer a competitive salary ranging from $50,000 to $80,000 along with holistic benefits to balance work and life commitments.

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Position Requirements
10+ Years work experience
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