About

We are a Rancho Santa Fe-based, top-tier RIA that helps hardworking individuals attain data-driven planning and pragmatic investing. Join us. We are looking for a Senior Client Service Associate with at least 3 years of CSA experience working with high-net-worth individuals. Great people deserve great benefits. As a start, benefits include: Full-Time, Exempt Base Pay: $85,000 – $115,000 Target Bonus: 15% of base pay 5% 401(k) Match Company-Paid Health Insurance Schedule: Remote Mondays, Onsite …