ClearBridge Financial LLC Larysa Prytula, CFP®, CDFA® Larysa.prytula@lpl.com | 408-628-0586 ClearBridge Financial is a client-centered wealth management and financial planning firm known for delivering thoughtful guidance and exceptional service. We believe serving clients is a privilege, and we measure success by the positive impact we make in helping individuals and families achieve their goals. We are seeking a team member who shares these values and takes pride in accuracy, professionalism, and client care. This role offers exposure to a wide range of responsibilities within a boutique advisory practice. We custody assets through LPL Financial .

Position Details Full-Time or Part-to-Full-Time:

4-8 hours/day, 5 days/week

Hybrid/Remote:

prefer in CA or in Pacific time zone

Compensation:

$45-$50/hr. , based on experience, skills, and values alignment

Benefits:

401(k) with matching and profit sharing Performance-based bonus Mentorship and professional development Opportunity to grow within the firm Paid time off Application Instructions Please submit a cover letter describing: Why you believe you are a strong fit for this role Your desired compensation range Your three most defining professional characteristics This exercise helps us understand your writing skills, attention to detail, and alignment with our values. Required Qualifications Minimum 5 years of experience in financial services Strong understanding of financial concepts Proficiency with Microsoft Office , especially Excel Professional, warm, and confident client-facing communication Strong critical-thinking and problem-solving skills High level of integrity and alignment with ClearBridge values Preferred Qualifications Bachelor's degree Experience with LPL ClientWorks Familiarity with eMoney , Redtail , and Riskalyze Experience in portfolio administration Comfort with marketing tasks, including social media Key Responsibilities Prepare advisor-driven reports and assist with new account openings Manage advisor calendar and schedule client meetings Support firm growth through meeting preparation and event coordination Maintain CRM with timely notes and accurate data entry Answer client calls and provide friendly, professional support Assist with client onboarding and service requests Demonstrate strong organization, attention to detail, and follow-through Work independently with minimal supervision while owning assigned tasks Technical Proficiency Microsoft Office Suite (Word, Outlook, Excel, PowerPoint) Redtail CRM eMoney Financial Planning Ability to learn new systems quickly

Pay:

$45.00 - $50.00 per hour Expected hours: 30.0 - 40.0 per week

Benefits:

401(k) Paid time off

Work Location:

Hybrid remote in Campbell, CA 95008