Recrutement Pocketbook Agency Irvine, CA

Recrutement Wealth and Estate Planning Strategist

Pocketbook Agency - Irvine, CA - $100000 - 125000 per year

We are looking for a Wealth and Estate Planning Strategist in Irvine, California to provide support to the Advisory team in a one-to-one working relationship, primarily to the CEO and secondarily to other advisors. The primary functions of ......

31 octobre 2025

Recrutement Client Service Associate (II) for a Financial Services Firm

Pocketbook Agency - Irvine, CA - $80000 per year

We are seeking a skilled Client Service Associate (Level 2) with a strong background in investment account operations to join the Investment Team of a financial services company. This role plays a critical part in managing the operational a......

4 octobre 2025