AlphaCore Wealth Advisory LLC is seeking a Senior Client Services Associate to support the Del Mar office, delivering high-quality client service, onboarding, account maintenance, and reporting. The role collaborates with advisors, Client Services & Operations, Compliance, custodians, and technology platforms, mentoring Associates and improving processes to scale the business.
The ideal candidate is organized, proactive, and client‑focused with 5+ years in wealth management, offering growth
