Wealth Client Relations Specialist - Hybrid
Jambalaya Group
Castlewatch Wealth seeks a detail‑oriented Client Relationship Manager in Glendale, CA to support advisors, prepare client files, manage service requests, and process applications using MoneyGuidePro. You will attend client meetings, take notes, and ensure follow‑ups are completed accurately. The role requires active securities licenses (Series 7, 66, CA life & health) and a bachelor’s degree. Initial in‑office six months, then hybrid with up to two remote days weekly. #J-18808-Ljbffr Jambalaya Group
Vacancy posted 1 day ago
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