Client Solutions Architect - Wealth Management

A leading Registered Investment Advisory firm in Newport Beach, California is seeking a Client Solutions Specialist to support advisors in implementing various client solutions and managing retirement technology. The ideal candidate will have 3-5 years of relevant experience in financial planning, strong Salesforce and Excel skills, and exceptional attention to detail. This full-time position focuses on providing vital support and building educational resources for advisors, enhancing client service across the firm. #J-18808-Ljbffr