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Wealth Planning & Client Experience Specialist
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-06-29
Listing for:
Heffernan Financial
Full Time
position Listed on 2026-06-29
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Heffernan Financial is seeking a Client Service Manager in Walnut Creek, CA, to deliver exceptional financial planning and investment management services. The role involves preparing detailed financial plans, conducting portfolio reviews, and managing client communications to ensure a high-quality experience.
Candidates should have strong analytical skills, preferably a Bachelor’s degree in Finance, and excellent communication abilities. This full-time position offers a comprehensive benefits package and participation in an annual bonus program.
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