Location: Newport Beach, CA

Employment Type: Full-Time / In-Person

Compensation Range: $60,000 – $70,000 base salary + bonus / profit-sharing potential

Company Description

Tidecrest Wealth Management, LLC is a boutique wealth management firm located in Newport Beach, CA that serves a select group of families and institutions.

Role Description

We are seeking a Senior Wealth Management Associate to support our advisory team and deliver a high-quality client experience. This role is ideal for an early-to-mid career professional looking to continue building a strong foundation in wealth management, client service, and investment operations within a boutique, high-touch advisory firm.

The Senior Wealth Management Associate works closely with Financial Advisors and senior team members to support a book of high-net-worth and institutional clients by ensuring accuracy, responsiveness, and professionalism across all client interactions.

Why Join Our Firm

Hands-on exposure to wealth management operations and client relationships
Clear growth path toward supervisory, relationship manager or advisory role
Competitive compensation including base salary & performance-based bonus / profit sharing
401(k) with employer matching contributions
Health benefits
Boutique, high-end office environment in Newport Beach
Support for professional development, licensing, and industry designations

Key Responsibilities:

Client Service & Support

Assist with client service requests and inquiries in a timely and professional manner
Support client communications related to account activity, paperwork, and service needs
Help educate clients on firm services, processes, and account-related matters
Escalate complex issues to advisors or senior team members as appropriate

Account & Operational Support

Assist with account openings, maintenance, transfers, and money movement requests
Prepare, process, and track client documentation with a high level of accuracy
Follow-up on outstanding client and advisor requests to ensure timely completion
Coordinate with custodians and third-party providers on service items
Provide operational and administrative support to the advisory team

Compliance & Team Collaboration

Follow firm policies, procedures, and regulatory requirements
Maintain accurate client records and documentation
Collaborate with team members to support firm-wide goals and initiatives

Qualifications

Bachelor’s degree required
2-5 years of experience in financial services, client service, or a related professional role
Strong written and verbal communication skills
High attention to detail and strong organizational skills
Client-focused mindset with professionalism and emotional intelligence
Ability to manage multiple priorities in a fast-paced environment

Preferred

Series 65 license or willingness to obtain
Familiarity with CRM systems, custodial platforms and financial services workflows
Interest in building a long-term career in wealth management

We are an equal opportunity employer and value diversity at our firm.

This role is on-site in Newport Beach, CA.

E-mail resume & cover letter to: tkolden@tidecrestwm.com

Tidecrest Wealth Management, LLC jobs

Senior Wealth Management Associate