Registered Client Advisor
Location
Brea, CA
Job Type
Full-time
Category
other-general
Posted
June 17, 2026
At Blunt Wealth Services, we exist for one reason: to help people live their best lives through financial empowerment and community. We do so by taking a concierge approach to working with our clients, helping to form lifelong and intimate relationships.
As we grow, we are seeking a Registered Client Advisor to manage highly coveted, long-standing client relationships of the firm. The Registered Client Advisor will manage day-to-day client relationships and requests, have a strong knowledge of investments, and ensure compliance with firm and regulatory policies and procedures. Additionally, you will enjoy working in a highly collaborative and positive team environment.
When you become a part of the Blunt Wealth Services family, you will have a trusted team by your side!
**Essential Duties and Responsibilities**
+ Manage and deepen client relationships with effective communication and personalized attention in every interaction
+ Support the firm’s...
As we grow, we are seeking a Registered Client Advisor to manage highly coveted, long-standing client relationships of the firm. The Registered Client Advisor will manage day-to-day client relationships and requests, have a strong knowledge of investments, and ensure compliance with firm and regulatory policies and procedures. Additionally, you will enjoy working in a highly collaborative and positive team environment.
When you become a part of the Blunt Wealth Services family, you will have a trusted team by your side!
**Essential Duties and Responsibilities**
+ Manage and deepen client relationships with effective communication and personalized attention in every interaction
+ Support the firm’s...