What are the responsibilities and job description for the Client Service Associate – Financial Services position at Pierson Wealth Management?
Now Hiring: Client Service Associate – Financial Services
📍 Location: Santa Clarita | 🕒 Full-Time
About Us
At Pierson Wealth Management, we guide high-net-worth individuals and families through every stage of their financial journey. Our mission is to bring clarity and confidence to our clients' lives through personalized, comprehensive planning. We specialize in retirement planning, tax planning, estate planning, and customized investment strategies.
We are seeking a Client Service Associate (CSA) to join our dynamic team. This individual will play a critical role in supporting our Lead Advisor and delivering exceptional client service to our valued households.
✨ What You’ll Do
- Collaborate with the Lead Advisor to develop and implement financial strategies tailored to client goals
- Create comprehensive financial plans using eMoney, MoneyGuidePro, or equivalent software
- Assist with portfolio construction, investment research, and personalized investment recommendations
- Build and maintain trusted relationships with high-net-worth client households
- Participate in and help lead client meetings, including preparation of presentation materials and reports
- Support clients across areas such as retirement planning, tax-efficient strategies, estate planning, and cash flow management
- Help develop, streamline, and document internal workflows to ensure an exceptional client experience
📌 What We’re Looking For
- 3–5 years of experience in financial planning or client service within an RIA or wealth management firm
- Bachelor’s degree preferred
- CFP® certification preferred (or actively pursuing)
- Current FINRA Series 7 and Series 65 (or 66) licenses required
- Proficiency with financial planning tools (eMoney, MoneyGuidePro) and CRM platforms
- Excellent communication and relationship-building skills
- Strong attention to detail, organization, and the ability to manage multiple priorities
- A proactive, team-oriented mindset with a commitment to client success
💼 What We Offer
- Competitive salary with performance-based bonus
- Full benefits including medical, dental, vision, and 401(k) with match
- Support for CFP® certification and continuing education
- A collaborative team culture with opportunities for growth
- The chance to make a lasting impact on clients' lives and financial well-being
📩 Ready to Join Us?
Apply by sending your resume and a brief note of interest to [Insert Contact or Application Link].
Let’s plan for a better future—together.
#Hiring #ClientServiceAssociate #FinancialPlanningJobs #WealthManagement #CFP #RIA #RetirementPlanning #TaxPlanning #EstatePlanning #ClientExperience #paraplanning
Salary : $80,000 - $125,000