Senior Client Services Associate Salaries in Anaheim, CA

Life & Health License: Take and pass Life & Health License within timing necessary for state requirements. Coordinates and oversees work performed by junior…

$65,000 - $75,000 a year

2 days ago

Experience in driving continuous improvement in operating platforms, using innovation and design thinking techniques.

$75,050 - $107,000 a year

Receive formal PCS and on the job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techniques,…

$98,900 - $124,400 a year

Ability to obtain additional securities and advisory state registrations if required by state. Series 63, 65 and/or 66 as required by state.

$55,000 - $80,000 a year

5 days ago

Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity,…

$70,304 - $99,900 a year

8 days ago

Undergraduate degree in accounting, finance or similar related field with a desire to build practical experience in an advisory arena.

$81,500 - $103,500 a year