Forum Financial Management, LP is a Registered Investment Advisory (RIA) firm seeking a candidate to join our growing team of responsive & creative people working with our Financial Advisory clientele. Primary role for a Client Service Associate is direct client contact in servicing new and existing accounts while working with the Financial Advisors who have the primary client relationships. Not a sales position. Remote or in-person work options are available. No phone calls. Please send resume and cover letter to thousandoaks@forumfin.com.
Oct 15, 2021