HARVEST WEALTH GROUP Jobs in United States

We're a growing investment firm expanding aggressively into insurance and looking for an experienced Insurance Client Service Administrator to join our team. · You'll own the full lifecycle of insurance service work: new applications, policy changes, beneficiary updates, distribu ...

· Client Service Administrator · Entry-Level to Senior | Exeter, CA · $50,000–$110,000 base + bonuses | Full-Time | In-Person Preferred, Remote or Hybrid Available · Whether you're building your career in financial services or you're a seasoned CSA looking for a team that a ...

We're a growing investment firm expanding aggressively into insurance. Our team is strong, but as the insurance book grows, we need someone who brings deep carrier knowledge and insurance operations expertise to the table. · Own the full lifecycle of insurance service work: new a ...

Servicing Financial Advisor · Location: Exeter or Remote · We're looking for a detail-driven self-motivated individual who thrives in client relationships enjoys collaboration sees shared success as the goal loves helping clients understand the why behind their plan. · Relations ...

· Insurance Client Service Administrator · Exeter, CA · $55,000–$85,000 base + bonuses | Full-Time | In-Person Preferred, Remote or Hybrid Available (Must work Pacific, Mountain or Central time only) · You've built your career in insurance. You know the carriers, the forms, ...

Job Title: · Series 7 Licensed Client Service Administrator InPerson or Remote · ...

+Job summary · You've built your career in insurance. You know the carriers, the forms, the back-office workflows that most people in wealth management have never touched. · ,Own the full lifecycle of insurance service work: new applications, policy changes, beneficiary updates,d ...

+We want to talk to you if you're building your career in financial services or are a seasoned CSA looking for a team that actually has your back. · +Process cashiering requests account maintenance paperwork with accuracy · Solve puzzles as part of client service series not nuisa ...

We're looking for a Servicing Financial Advisor to join our team at Harvest Wealth Group. As the primary relationship manager for approximately 200 clients, you'll provide ongoing reviews, updates, and service-related discussions to keep them confident and informed. · Serve as th ...

This role exists to elevate the quality and consistency of our financial planning output reduce advisor dependence on leadership for plan construction ensure planning delivery is predictable precise and scalable act as a strategic thought partner to advisors through analysis scen ...

We're creating this role to bring dedicated insurance expertise to a team that's ready for it. · Own the full lifecycle of insurance service work: new applications, policy changes, beneficiary updates, distributions, renewals, and claims processing · Manage relationships with ins ...

Job Title: Paraplanner · About the Role · Elevate the quality and consistency of our financial planning output. · Reduce advisor dependence on leadership for plan construction. · Ensure planning delivery is predictable, precise, and scalable. · ...

Insurance Client Service Administrator Role · This role exists to add a specialist to our team who can elevate how we serve insurance clients and help us build a best-in-class operation on that side of the business. · Owning full lifecycle of insurance service work: new applicati ...

Servicing Financial AdvisorLocation :Exeter, CA or Remote (Hybrid Option Available)Company :Harvest Wealth GroupSalary Range :$100,000-$130,000 BonusAbout UsAt Harvest Wealth Group, we've built something different :No chaos.No egos.No one left without support.We're a growing $400 ...

Job Description: · Relocate to Exeter, CA area · The successful Local Financial Advisor will be responsible for the growth of an assigned client base as well as acquiring new qualified clients for the practice. · ...

Insurance Client Service Administrator · We're a growing investment firm expanding aggressively into insurance. Our team is strong but we need someone with deep carrier knowledge to elevate how we serve clients and build a best-in-class operation on that side of the business. · R ...

About Us · We're a growing financial planning firm headquartered in Exeter, CA. · Our purpose is to obsessively serve our team and clients so they feel known, valued, and loved. · ...

· Paraplanner – Wealth Management · Location: Exeter, CA (In-office, Virtual) · Employment Type: Full-time · Salary: $75,000-$110,000 (Dependent upon experience and demonstrated planning capability) · Incentive Opportunity: Performance-based bonus tied to planning quality, ...

Client Service Administrator at Harvest Wealth Group. · The role involves handling client service processes, working with financial advisors, and supporting team members. · The company is looking for detail-driven individuals who are composed under pressure and have a strong att ...

This role exists to elevate the quality and consistency of our financial planning output. · Reduce advisor dependence on leadership for plan construction. · Ensure planning delivery is predictable precise scalable act as a strategic thought partner to advisors through analysis sc ...