Sr. Client Service Associate

Job Description Job Description About the job Do you thrive on collaboration, possess a keen eye for detail, and demonstrate unwavering commitment to accuracy and follow through? If so, this job is for you! As a Paraplanner at L2 Financial, you will play a vital role in delivering personalized concierge services to our clients. Your responsibilities will encompass advisor/client relationship support, resolution of client issues, coordination of projects, and the implementation of clients’ financial plans, all while upholding the high-quality standards to which our clients are accustomed. Key Responsibilities Support the advisors in managing client relationships. Prepare detailed financial plans, including client-ready reports, proposals, and presentations. Conduct product and fund research across asset classes, including equities, fixed income, alternatives, and insurance solutions. Provide dedicated support for clients regarding their existing accounts. Core Competencies Professional services experience, with knowledge of financial planning, investments (brokerage, direct business, and annuities) and life insurance Excellent oral and written communication skills with the ability to communicate complex financial information in a clear and concise manner. Superior attention to detail Effective listening skills with ability to quickly process information. Ability to prioritize and meet deadlines in a fast-paced environment. Excellent critical thinking and problem-solving skills. Ability to work effectively independently as well as in a team environment. Ability to develop positive relationships and work effectively with clients, L2F team members, and other stakeholders like the broker dealer, insurance carriers and vendors. Continually seek to expand and enhance personal knowledge. Experience, Education & Licenses Financial Services: 3 years (Preferred) Insurance License (Required) Series 7 (Required) Series 63 (Required) Progress toward, or completion of a recognized financial planning designation (e.g., CFP®, ChFC®, CFA®) Benefits 401k match Healthcare Vision Life Disability PTO Holidays

Location: Tustin, California, US

Posted Date: 11/21/2025