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© All Rights Reserved. ApplyBlast.com
the Masters Wealth Management Group, LLC
Masters Wealth is seeking a Client Services Associate to deliver excellent client service, provide administrative support, and manage client relationships within the financial services industry. The role involves working with insurance carriers and custodians, supporting the CRM process, and handling client inquiries and account updates.
Headquarters
Oriental, North Carolina, United States
Company Size
1-10 employees
Founded
1979
Masters Wealth Management Group helps retirees and pre‑retirees plan confidently for retirement by building personalized, goal‑focused wealth strategies. They specialize in lifetime income planning, tax‑efficient distribution strategies, healthcare planning, and estate management to protect clients’ assets and income through retirement. Masters Wealth combines individualized advice and strategic coordination across tax, insurance, and legacy needs to help clients pursue a secure, predictable retirement.
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 the Masters Wealth Management Group, LLC.
the Masters Wealth Management Group, LLC didn’t post a salary, so this is our estimate from similar listings.
10% below the average for this role