Financial Advisor Support Specialist — Client-Centric Planning

AppleOne Employment Services; Fresno (CA); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Major medical

Dental

Vision

401k

Sick pay

Job summary

AppleOne Employment Services in Fresno, CA is seeking a full-time Financial Advisor Support Specialist to join a growing financial planning and wealth management firm. The role supports financial advisors with client communications, meeting preparation, and account administration, delivering high-quality service in a collaborative team environment.

Ideal candidates have 1–2 years in financial services, are detail-oriented, professional, and committed to exceptional client experiences.

Qualifications

• 1–2 years of experience in financial services or related client-facing roles.
• Detail-oriented with strong organizational skills.
• Excellent written and verbal communication with clients.

Responsibilities

• Assist with client communications and meeting preparation.
• Support account administration and servicing for clients.
• Provide financial planning support to the advisor and team.
• Collaborate closely with the Financial Advisor to deliver a seamless client experience.

Skills

Client service

Relationship management

Financial services knowledge

Job description

AppleOne Employment Services in Fresno, CA is seeking a full-time Financial Advisor Support Specialist to join a growing financial planning and wealth management firm. The role supports financial advisors with client communications, meeting preparation, and account administration, delivering high-quality service in a collaborative team environment.

Ideal candidates have 1–2 years in financial services, are detail-oriented, professional, and committed to exceptional client experiences.