Case Manager

We are looking for a talented person to join our rapidly growing Financial Advisory firm. We are a national firm and have a position open for Case Manager that would work in our Westlake, California office. Our corporate office is located in Newport Beach, California (Fashion Island). We offer a competitive salary with access to a 401k plan and health insurance. The candidate should be familiar with the financial industry and have Series 7 and 65 and/or 66 licenses.


Job Duties would include but not limited to: Meeting with clients along with primary adviser  Support to primary adviser with case preparation and client service Create illustrations and process new business paperwork Maintain and update 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 to fill this position immediately.