Client Service & Planning Associate
Seawise Financial
San Diego County, CA · $65k–$85k a year · Posted November 7, 2026
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How AI is used in this kind of work
Among securities, commodities, and financial services sales agents, AI is already used for a large share of the tasks. Measured exposure for securities, commodities, and financial services sales agents: 44% (high).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
About the job
...fiduciary RIA in Cardiff by the Sea, California. We work with clients in San Diego and virtually around the country, mostly pre-... ...for the role below, starting in January 2027.
Client Service & Planning Associate
You'll be the first person our clients reach and the...