Client Associate/Sr. Client Associate

Our client needs a Client Associate and a Sr. Client Associate. This is an opportunity to work for a reputable RIA down in the peninsula. We are looking for a polished candidate capable of sophisticated client services through complex estate trust and financial planning. The Client Associate is 60-75k and the Sr. Client Associate is 75-100k depending on experience. There is growth potential for both roles.


Requirements (include, but are not limited to):

  • BA in Finance or related field

  • Previous RIA experience preferred

  • Strong collaborative skills

  • Candidates in the south bay or peninsula preferred

    • Client will not look at candidates with a commute longer than 1 hour

  • For Client Associate: will look at stellar new-grade

  • For Sr. Client Associate: 1-4 years of experience


Please submit your resume for additional details and full job description.