Client Services Advisor

In Touch Financial Services Advisory & Investments; Oakland (CA); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Job summary

In Touch Financial Services Advisory & Investments in Oakland, CA is seeking a Client Services Advisor to support wealth management clients and assist with financial planning activities.

The role emphasizes proactive client service, collaboration with advisors, and efficient handling of account maintenance and paperwork.

Candidates should have Series licenses or CFP and 3+ years in the field, with a base salary range around $70k-$85k depending on experience.

Qualifications

• 3+ years in wealth management, financial planning, or investment advisory services.
• Experience supporting client relationships in financial services.
• Strong organizational skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to work independently with limited direction.
• Stable work history showing commitment and growth.

Responsibilities

• Support advisors and clients through all stages of planning and investment management.
• Participate in client meetings and assist with follow-up.
• Manage client service requests, account maintenance, and workflows.
• Coordinate paperwork and account administration.
• Maintain accurate client records and help ensure regulatory compliance.
• Deliver an exceptional client experience through timely communication.
• Assist with office operations and day-to-day practice management.

Skills

Strong organizational skills

Excellent communication

Independent worker

Education

Active Series 7 & 63, Series 65, or CFP

Job description

A growing independent financial advisory practice is seeking a Client Services Advisor to join its team in Oakland, California. This role is ideal for a licensed wealth management professional who enjoys building strong client relationships, supporting financial planning activities, and serving as a trusted partner within a collaborative advisory office.

The successful candidate will be proactive, client-focused, and comfortable working in a fast-paced environment where initiative and sound judgment are highly valued.

Responsibilities

• Support advisors and clients through all stages of the financial planning and investment management process
• Participate in client meetings and assist with follow-up activities
• Manage client service requests, account maintenance, and operational workflows
• Coordinate paperwork, documentation, and account administration
• Maintain accurate client records and help ensure regulatory compliance
• Deliver an exceptional client experience through timely communication and follow-through
• Assist with office operations and day-to-day practice management activities

Qualifications

• Active Series 7 & 63, Series 65, or CFP
• 3+ years of experience within wealth management, financial planning, or investment advisory services
• Experience supporting client relationships in a financial services environment
• Strong organizational skills and attention to detail
• Excellent communication and interpersonal skills
• Ability to work independently and make thoughtful decisions without constant direction
• Stable work history demonstrating commitment and professional growth

Preferred

• 5+ years of wealth management or advisory experience
• Experience working within a Registered Investment Advisor (RIA) environment
• Exposure to financial planning, investment management, and client relationship management
• Base salary approximately $70,000-$85,000, depending on experience
• Health insurance
• 401(k) plan

Additional Job Application Terms

This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia.

We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.