Del Monte Group, LLC, a boutique Registered Investment Advisor located in Alamo, CA is seeking a seasoned CSA or Client Services Director with experience working with Schwab Institutional. Must have experience working alongside advisors in providing superb service to our clients and be capable of working without requiring intense supervision. Opportunity to be promoted to COO in future. Mostly on-site work with some WFH flexibility. Contact Angela Wright at angela@aplaceofpossibility.com.
Nov 18, 2022