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Client Service & Planning Associate
San Diego, San Diego County
On-site
Full-time
No salary posted1 weeks ago- Employment type
- Full-time · On-site
- Posted
- November 7, 2026
Hiring confidence: Sparse posting · 22/100
This posting is missing most of the signals we look for, or shows patterns common to listings that are not actively being filled. Check with the employer before applying. How this is scored
Job Overview
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About Seawise Financial Seawise Financial is a fee-only fiduciary RIA in Cardiff by the Sea, California. We work with clients in San Diego and virtually around the country, mostly pre-retirees and retirees in their 50s and 60s, on retirement planning, investment management, and tax planning. We're hiring for the role below, starting in January 2027. Client Service & Planning Associate You'll be the first person our clients reach and the person running our operations behind the scenes. The mix f…
This role is based in San Diego, San Diego County. Seawise Financial, Inc. is hiring for this full-time position through Jobily, where you can check how well your resume matches the posting before you apply.
About the Company
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