Please reach out to Michelle Espejo via LinkedIn with your updated resume to be considered for the opportunity below. Our client, a wealth management firm, provides personalized solutions for individuals and business owners. Our services include a diverse range of high-quality financial products, guided by experienced professionals in the industry. Senior Client Service Associate/ManagerSalary: $80-110k BonusSan Jose (Downtown); hybrid In this role, you will be assisting an experienced independent Financial Advisor with over 20 years of expertise. He finds fulfillment in educating clients, empowering them to pursue their goals and realize their financial dreams. The advisor strongly believes that establishing a partnership with clients allows for the development of strategies to attain financial independence.