Position: Client Service Associate
At San Diego Wealth we’re about much more than the money. We help our clients connect to a life of meaning, find their inspiration and live into their dreams. Our central purpose as a business is to effect positive change in people’s lives leading them to greater freedom and happiness!
We are growing and seeking to add a new member to our team to better support our clients and each other.
If you’re passionate about and good at…
Here’s what the position primarily entails and requires…
Primary Support for Advisory Teams: This is a key collaborative position in the delivery of our financial life planning and investment management services for clients. Most often the CSA is the first point of contact for all basic servicing needs, minor problem resolution and continuing in the building of strong client relationships and positive experiences with the firm.
We’ll provide you with…
We look forward to getting to know you and exploring if we are good fit for each other.
Send your resume to…
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Take the mystery out of investing and preserving wealth.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Call us: 858.270.7705