Client Service & Planning Associate
Seawise Financial
San Diego County, CA · $65k–$85k a year · Posted November 7, 2026
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About the job
...fiduciary RIA in Cardiff by the Sea, California. We work with clients in San Diego and virtually around the country, mostly pre-... ...for the role below, starting in January 2027.
Client Service & Planning Associate
You'll be the first person our clients reach and the...