Job Description
Position Title: Advisor Services Associate
Reports to: Vice President
Department: Simplicity Wealth - Advisor Services Group
Location: San Diego, CA
Classification: Full-time, exempt
Summary / Job Objective: The Advisor Services Associate is a dual-impact role responsible for delivering a premier service experience to our financial advisors while maintaining the operational integrity of our wealth management platform. You will act as the primary liaison between the Advisor, the Firm, and the Custodian, ensuring that every client request—from account opening to complex money movement—is handled with precision and speed.
Primary Responsibilities:
· Full-Cycle Account Management: Oversee the entire account lifecycle, including preparation o...