Client Services Lead
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About The Position
At Decker Financial, we believe financial planning goes beyond wealth-building-it's about empowering our clients and giving them confidence in their future. Our mission is to build meaningful, long-term relationships with our clients and provide strategy-driven, holistic financial plans that transform lives. Founded in 2006 by Laura Decker, our San Diego-based firm is a close-knit team of four, serving over 250 households. We are looking to add a Client Services Lead to enhance our client service experience, contribute to our growing business, and help our clients achieve their financial goals. This is a San Diego-based position with an initial in-person requirement-hybrid work potential after a probationary period.
