Client Service and Marketing Associate
About Prosperity Wealth Planning
Prosperity Wealth Planning is a boutique financial planning practice that respects and cares about our team as much as we do our clients. Our clients are working professionals, retirees and families with a minimum of $500,000 in investable assets. With our core values of simplicity, transparency, and progress, we are driven to transform clients into members of our family and ultimately, firm advocates through the successful use of client-centric fiduciary standards and values-based financial planning.
Position Description
The Client Service and Marketing Associate is a full-time, hybrid position and will be exposed to many service and marketing related facets of the firm. A wide variety of ad hoc projects will be assigned to acquaint the candidate with the practice's everyday workings.
Compensation and Benefits
The position pays $30.00 - $35.00 per hour and is eligible for an annual discretionary performance bonus. Benefits include medical insurance, 401k retirement plan and paid time off.
Work Location
The hours of the position are Monday through Friday 8am – 5pm. This is hybrid position and requires that the employee work in the office in Irvine, 3-4 days per week. No relocation assistance is offered and applicants must be available for an on-site interview.
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Financial Client Service Associate
Location: Newport Beach, CA
Employment Type: Full-Time, In-Office (Potential Option for Hybrid)
Salary Range: 80K-140K
Position Summary: The Financial Client Service Associate is responsible for overseeing investment operations, including administration and client service. As a key member of the investment team, this role builds trusted relationships with clients and leads with a client-first mindset, requiring strong interpersonal skills to deliver an exceptional client experience. The ideal candidate has extensive experience in private wealth management, demonstrates excellent attention to detail, thrives in a collaborative team environment, and has a proven ability to prioritize tasks in a dynamic work setting. They are process-oriented, take ownership of their work, and uphold the highest standards of integrity.
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McCarthy Wealth Management, Client Services Associate, Wealth Management/Financial Services
The Financial Services Administrative Associate is an integral member of our client service team working closely with the Operations Manager and Financial Advisors to deliver exceptional service to clients of MWM. The candidate will be an excellent communicator who is detail oriented, team oriented, friendly, positive and hard working. Additionally, the ideal candidate will have at least 2 years of experience in wealth management or related financial services disciplines. The candidate must possess exceptional project management skills, be highly organized, detail oriented and has an ability and desire to master new skills. Marketing tasks such as event planning and social media management are included in this position.
The firm is located in Newport Beach, CA and the role will be full-time in this office during normal business working hours. Ideal candidates will be located within a reasonable commute to the office as relocation assistance is not offered.
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