Exeter, CA • (27.3 miles) • Full Time • 8/25/2026

Client Service AdministratorEntry-Level to Senior | Exeter, CA$50,000–$110,000 base + bonuses | Full-Time | In-Person Preferred, Remote or Hybrid AvailableWhether you’re building your career in financial services or you’re a seasoned CSA looking for a team that actually has your backwe want to talk to you.At Harvest Wealth Group, we’re always looking for people who care about doing things the right way. We’re hiring Client Service Administrators at multiple levelsfrom those just getting started to experienced professionals ready to lead or with a desie to develop into a financial advisor. If you’re detail-driven, composed under pressure, and tired of workplaces where no one has your back, keep reading.Who We Are We’re a growing $470M+ AUM financial planning firm headquartered in Exeter, CA

Exeter, CA • (27.3 miles) • Full Time • 8/15/2026

Insurance Client Service AdministratorExeter, CA$55,000–$85,000 base + bonuses | Full-Time | In-Person Preferred, Remote or Hybrid Available (Must work Pacific, Mountain or Central time only)You’ve built your career in insurance. You know the carriers, the forms, the back-office workflows that most people in wealth management have never touched. Now imagine bringing that expertise to a firm that actually needs itand values it.At Harvest Wealth Group, we’re a growing investment firm expanding aggressively into insurance. Our team is strong, but as the insurance book grows, we need someone who brings deep carrier knowledge and insurance operations expertise to the table. This role exists to add a specialist to our team who can elevate how we serve insurance clients and help us build a best-i