Sr. Service Associate

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Folsom, California, United States Posted 3w ago
Founded in Sacramento, California, in 1993, the company is a high-growth, private equity-backed, multibranch registered investment adviser. The company is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth. The company is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at the…

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