Current Job Postings

Client Services Representative- Posted on 4/2/24

McCarthy Wealth Management · Newport Beach, CA · Reposted 2 weeks ago · 59 applicants

  • $65K/yr - $77K/yr + Bonus, Profit sharing  On-site  Full-time
  • For More information, visit:




Do you know somebody who'd be a good fit?  We will pay a fee over $1k for a successful referral!!

 CFP (Manhattan Beach -- some hybrid may be available):

  1. Must have a completed CFP
  2. Will help build presentations and plans from the ground up, and explain results to clients
  3. Series 7 required (unless you're working at an RIA)
  4. Must have a clean U4 (no disclosures)
  5. Opportunities for growth and development in a number of directions are available (financial planning director, client management, lead advisor/production, etc.)
  6. This role will have some hybrid work potential, but must be within commutable distance
  7. Salary range is likely to be around $95k-$135k all in + benefits, PTO, etc (depending on level of planning exposure)

They have a great corporate culture, and provide their team with terrific work/life balance and flexibility. They operate like a family, invest in their people, and have a high-level of internal trust with the staff. You can choose which direction you ultimately go in your career without having to make that commitment day 1. I've found it's helpful for candidates to have an initial ramp up time before deciding if they want to be more planning, or client service, or business development focused long-term.

For more information:
Cory Bookman
Bookman Consulting
O - 310.207.0492