Broker Check

We aspire to play a guiding role in assisting our clients in growing, preserving and using their wealth to pursue their passions and lead more fulfilling lives.

Join FPA

The FPA Wealth Management team is now hiring and looking for someone to join our team as a Client Services Associate.

Job Description:

As a Client Services Associate, for the Wealth Management team, you will be assisting clients with service requests, processing new business, prepare for meetings, write-up meeting notes, work on follow up items and handle administrative tasks.


The Position Requires:

-Great attention to detail

-Task oriented and ability to handle multiple tasks

-Excellent organizational and time management skills

-Ability to work as part of a team

-Excellent attitude and a client service orientation

-A genuine interest in serving and caring for other people


Helpful skills (but not required) include:

-Client Service/Administrative experience

-Associate or Bachelor’s degree in a related field

-Previous Financial Services industry experience

-FINRA Series 7, 6 or 63

-Insurance licensed


If you know of someone interested in this position, please have them send their resume to Shane McCormick via email: