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© All Rights Reserved. ApplyBlast.com
HCM Wealth Advisors
The Client Service Associate at HCM Wealth Advisors & CPAs will act as the primary liaison between clients, custodians, and financial advisors, handling paperwork, digital forms, and tax document workflows. The role supports client relationship management, processes transactions, and assists with tax project coordination in a largely paperless environment.
HCM Wealth Advisors is a Cincinnati-based, fee-only, fiduciary Registered Investment Advisor with 30 years of experience. They provide comprehensive wealth management, retirement planning, tax, and accounting services to help clients retire with confidence. Their offerings include individual and business tax services, retirement investing, and personalized financial planning.
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 HCM Wealth Advisors.
HCM Wealth Advisors didn’t post a salary, so this is our estimate from similar listings.