Overview

Client Service Associate Job at The Wealth Consulting Group – 1.7 in Santa Rosa, CA

Job Details

Full-timeEstimated: $41,000 – $57,000 a year1 hour ago

Full Job Description

Administration position: Growing and Progressive Financial Investment and planning firm is looking for a Team player looking for growth.

Candidate should be licensed with a Series 6 license or better. Job duties would include but not limited to: Account Maintenance, Client Service, Meeting Preparation, Practice Organization and Executive Administration Functions.

Must be competent in Microsoft office suite of products.

About the Company

Company: The Wealth Consulting Group – 1.7

Company Location:  Santa Rosa, CA

Estimated Salary:

About The Wealth Consulting Group - 1.7