Private Wealth Client Service & Operations Associate

PRIVATE WEALTH CLIENT SERVICE & OPERATIONS ASSOCIATE

Private Wealth Management

Location

Irvine, California | Full-Time

Compensation

$75,000 - $110,000 Annual Bonus Benefits

About Luminate Wealth Management

Luminate Wealth Management is a boutique private wealth management and insurance firm serving successful families, business owners, executives, and retirees throughout Southern California. With over $1.5 billion in client assets under management, our team delivers sophisticated financial planning, wealth management, and insurance solutions tailored to each client. As a growing firm of approximately 25 professionals, every team member has the opportunity to make a meaningful impact.

Position Overview

We are seeking a highly organized, detail-oriented, and client-focused Client Service & Operations Associate. This individual will support advisors, coordinate operational processes, and deliver an exceptional client experience while gaining exposure to wealth management, investment operations, financial planning, and insurance services.

Key Responsibilities

• Serve as a primary point of contact for client service and administrative requests
• Process account openings, transfers, money movement requests, and account maintenance
• Facilitate insurance underwriting and onboarding processes
• Coordinate with custodians, service providers, advisors, and clients
• Identify opportunities to improve workflows and operational efficiency
• Support strategic projects and firm initiatives

Qualifications

• Minimum 2 years of experience in financial services, banking, wealth management, insurance, or another regulated industry
• Strong client service and relationship management skills
• Excellent written and verbal communication abilities
• Exceptional attention to detail and organization
• Ability to prioritize and manage multiple responsibilities
• Series 7 and Series 66 preferred
• California Life Insurance License preferred
• Candidates currently pursuing licensing are encouraged to apply

Why Join Luminate?

• Meaningful relationships with affluent clients
• Mentorship and long-term career development
• Boutique firm environment with visibility and impact
• Collaborative, team-oriented culture

Benefits & Perks

• Competitive salary plus performance bonus
• Medical, Dental, and Vision Insurance
• 401(k) with employer contributions
• Profit Sharing
• Generous Paid Time Off
• Professional Development Support
• Wellness Benefits
• Long-Term Career Growth Opportunities

Ideal Candidate

You are proactive, service-oriented, highly organized, and committed to delivering exceptional experiences for clients and teammates. You are looking for a long-term opportunity with a respected and growing private wealth management firm.

Pay: $75,000.00 - $110,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid parental leave
• Paid time off
• Retirement plan
• Vision insurance

Work Location: Hybrid remote in Irvine, CA 92612

Salary : $75,000 - $110,000