Case Manager

We are always looking for a talented people to join our rapidly growing Financial Advisory firm. Our corporate office is located in Newport Beach, California and we have regional offices in many states across the country.  Refer to this website for locations.  The Case Manager position is located in one of our regional offices.   We offer a competitive salary with access to a 401k plan and health insurance.  Candidates should be familiar with the financial services industry and have a Series 7 and 65/66 licenses.

Job Duties would include but are not limited to:

• Meeting with clients along with primary adviser  
• Supporting primary adviser with case preparation and client service
• Creating illustrations and processing new business paperwork
• Maintaining and updating client management system

This role is vitally important and requires an individual who is motivated, eager to learn and interested in rapid career growth. Our company prides itself on providing each of our team members an opportunity for both professional and personal growth. We are looking for a team-oriented individual to fill this position.