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Client Service Associate

Company

RIA Recruiting

Location

San Jose, California

Posted

July 02, 2026

Position Overview

BetterWealth is a growing financial planning firm in San Jose, CA and we are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about us at betterwealth.us


This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full time. This position is open to candidates in Pacific and Mountain time zones.


Compensation & Benefits:



  • Salary range of $65K-80K, commensurate with relevant experien...

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