ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
Ron Sunshine Associates LLC
The role supports financial advisors by handling daily administrative tasks such as opening client accounts, preparing documentation, and managing client information while ensuring compliance. It also involves preparing presentations, inputting data into planning software, and managing CRM and account processing systems.
Headquarters
Frisco, Texas, United States
A manufacturing executive search firm with 45+ years of experience helping heavy industry companies hire proven leaders who get results.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Ron Sunshine Associates LLC.
Ron Sunshine Associates LLC didn’t post a salary, so this is our estimate from similar listings.
11% below the average for this role
Client Service Associate – Financial Planning
United Future
Client Service Associate – Financial Planning
Welsh
Client Service Associate – Financial Planning
LRSolutions
Client Service Associate – Financial Planning
Gallin Associates
Client Service Associate – Financial Planning
Saint Cyr Partners
Client Service Associate – Financial Planning
Executive Solutions