Client Services Associate
Advisor Associate
Santa Maria, CA · $40k a year · Posted November 6, 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
...Join Our Team at Advisor Associate — Client Service Associate Position Location: Santa Maria, CA | Full-Time | $40,000
Advisor Associate, a full-service financial planning firm located in Santa Maria, California, is seeking a dedicated Client Service Associate...