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Client Services Associate
Confidential

Lewisville, Texas

Citadel Credit Union Logo
Senior Financial Advisor
Citadel Credit Union

West Chester, Pennsylvania

Associate Advisor Series 65
Confidential

United States - Nationwide

Los Angeles County Employees Retirement Association (LACERA) Logo
Chief Internal Audit, LACERA
Los Angeles County Employees Retirement Association (LACERA)

Pasadena, California

Client Services Associate
Client Services Associate Location: Remote (Work from Home) Travel: Occasional (Approx. 2 times/year for team planning/events) Job Type: Full-time About Us We are a boutique, high-growth Female Advisor Wealth Management firm (growing 25%+ year-over-year). We attribute our success to a simple formula: high technical competency, high-touch service, and absolute integrity. We don’t use gimmicks; we simply do great work for families who trust us. Our Culture: We are a small,


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