Client Service Representative

Growing Wealth Management firm seeking an experienced Client Service Representative to provide superior service to high-net-worth clients worldwide.

Reilly Financial Advisors, headquartered in San Diego, California, is looking for a Client Service Representative who has proven ability to:

  • Provide a high level of client service to an RIA firm with $1B AUM
  • Speak intelligently with clients about their financial questions
  • Respond to all client inquiries by the end of the business day
  • Schedule and confirm client meetings for Senior Advisors
  • Effectively prioritize client issues, tasks and follow-up items while remaining focused
  • Work with internal departments to effectively solve client questions and requests
  • Be an organized, multitasking team player who works well both independently and as a group


  • Minimum of 2 years in financial services industry
  • Superb listening skills
  • Clear ability to communicate verbally and in writing in an intelligent, courteous, and grammatically correct manner
  • Results-oriented, high energy, fast paced, independent leader
  • Business Degree preferred
  • Proficient in Microsoft Office Suite and CRM


  • Competitive salary
  • Company-paid medical, sick time and vacation benefits

Reilly Financial Advisors provides wealth management services through investment management, financial planning, tax planning, tax preparation and estate planning. We are an SEC registered, fee-only Registered Investment Advisor.

If you have the desire to succeed in our outgoing environment, please send resumes to

Financial Planner

Reilly Financial Advisors (RFA) is seeking an experienced Financial Planner for our Newport Beach office. The ideal candidate is pursuing a career in Personal Financial Planning with a passion for financial analysis & modeling and desire to improve financial literacy.

Job Description:

  • Preparation, review, and update of comprehensive financial plans for an already established book of clients
  • Ability to design, implement and effectively communicate complex financial models and calculators in excel
  • Identify potential retirement strategies, appropriate investment allocation, estate considerations, insurance needs, college funding, and tax-efficient use of funds in collaboration with Wealth Advisor.
  • Participate in client meetings in collaboration with Wealth Advisor
  • Respond to the unscheduled planning needs of all clients.
  • Resource to both clients and Service Team about financial planning issues and concepts

Job Requirements:

  • Desire to work for a values based firm that puts clients interest above all else
  • Minimum of a Bachelor’s Degree with a directly related Major
  • Earned the CERTIFIED FINANCIAL PLANNER™ designation
  • Clear ability to communicate verbally and in writing in an intelligent, courteous, and grammatically correct manner
  • Strong organization and time management skills with an analytical inclination
  • Self-starter with an ability to prioritize tasks
  • Team player, collaborative, able to work with others both in office and remotely
  • 3+ years of direct experience in the financial planning process
  • Technical expertise in financial modeling and concepts.
  • Knowledge and experience with MoneyGuidePro and/or eMoney software

RFA is a well-established and growing Registered Investment Advisor with $1 billion under management. We provide a comprehensive suite of wealth management services to clients across the United States and around the world from our headquarters in San Diego, California.

The position is a full time salary + benefit position. Pay is commensurate with experience, education and qualifications.

Please submit a resume and cover letter to

CFP® Professional – Wealth Advisor

Are you a CFP® Professional who loves managing client relationships and assisting clients in both defining and achieving their individual financial goals?

Named to Barron’s Top 100 Independent Financial Advisors, Financial Times Top 300, Financial Advisor Magazine’s Fastest-Growing 50 Firms, and a recipient for San Diego’s Best Firms to Work For, Reilly Financial Advisors, a fee-only, international Wealth Manager is looking for a CFP® professional to assume the role of Wealth Advisor in our San Diego office.

The successful candidate must exhibit excellent written and verbal skills and will:

  • Serve as the client facing advisor and be responsible for all ongoing communication
  • Understand and communicate the firm’s investment philosophy and portfolio to prospects and clients
  • Review and implement client financial plans with the support of a financial planner
  • Conduct all ongoing review meetings with clients
  • Coordinate tax planning and tax preparation with CPA professionals

The ideal candidate is a CERTIFIED FINANCIAL PLANNER™ certificant with 3 or more years of experience in an investment, financial planning, accounting, or other financial services organization, with strong client relationship experience.  The successful candidate must have:

  • BA/BS degree
  • Sophisticated communication, presentation, listening, and analytical skills
  • Strong knowledge of and the ability to present investment, personal finance, and tax planning concepts

Familiarity with RIA custodians, Charles Schwab, TD Ameritrade and Tamarac technology suite is a plus.

This is a salary plus bonus position with benefits.

Reilly Financial Advisors is a Registered Investment Adviser with $1 billion under management. We work with over 1,000 client households across the United States and in over a dozen countries around the world.

Please submit a resume and cover letter to


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