At Retirement Wealth and Tax Advisors, we believe planning for your future should be empowering—not overwhelming. We are a well-established boutique firm in Pleasant Hill, CA, dedicated to guiding individuals through every stage of their retirement journey. Our goal is to be more than just advisors—we are partners who strive to bring clarity and confidence to every client relationship. With advanced planning strategies and a deeply personal approach, we help clients build a meaningful path forward. 

As a Client Service Associate (CSA), you’ll be the heartbeat of our firm—ensuring seamless operations and delivering the outstanding service our clients expect. You’ll work closely with our advisors, manage critical administrative functions, and directly impact the client experience every day. This is a role for someone who thrives in a dynamic environment, values precision, and takes pride in supporting both clients and colleagues.