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Client Service Specialist

Client Service Specialist

Rare opportunity to join a thriving, growth-oriented wealth management firm as we deliver comprehensive, individually tailored advice to our beloved clients. As a Client Service Specialist your personalized career development roadmap will serve as a pathway for advancement within our high-energy organization, as you learn and grow alongside colleagues with over 60 years of combined experience. We serve clients all over the country, in all stages of life, in an industry that has tremendous growth potential and need in the coming decades. It is estimated that every day in the United States, 10,000 people turn 65 and $29.6 trillion will transfer generationally over the next 25 years.* We take care of our clients so they can take care of what matters most to them.

To apply, please complete the form below and include a statement of interest (why are you applying for this role?) in the Additional Information section. Maximum of 150 words. 

Please send the following items to Angela Gibbons, Director of First Impressions, at

  • Resume
  • References (3)
  • Video introduction (optional, maximum of 60 seconds)

*Sources: AARP and NAPA

Apply Today!

Thank you!