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Cetera Financial Group

Senior Client Services Representative

San Diego, CA, United States; San Diego - CIPosted 1 weeks ago
On-siteonsite

Job Description

At Decker Financial, we believe financial planning goes beyond wealth-building—it’s about empowering our clients and giving them confidence in their future. Our mission is to build meaningful, long-term relationships with our clients and provide strategy-driven, holistic financial plans that transform lives.

Founded in 2006 by Laura Decker, our San Diego-based firm is a close-knit team of four, serving over 250 households. We are looking to add a Senior Client Services Representative to enhance our client service experience, contribute to our growing business, and help our clients achieve their financial goals.

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1001-5000 employees
San Diego , CA, US
Website
Senior Client Services Representative at Cetera Financial Group | Renata