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Genwealth360 Jobs in California (NOW HIRING)

GENWEALTH 360 INC

Administrative Assistant

Long Beach, CA · On-site

$40K - $45K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Range: $40,000 - $55,000 annual base How to Apply Send your resume and a brief note on why you're excited about GenWealth 360 to admin@genwealth360.com with the subject line "Administrative Assistant ...

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How does a financial advisor at Genwealth360 typically collaborate with other team members to serve clients?

At Genwealth360, financial advisors frequently work as part of a multidisciplinary team, collaborating closely with portfolio managers, tax specialists, and client service associates to deliver comprehensive financial solutions. Advisors often coordinate with these colleagues to develop tailored investment strategies, address complex tax situations, and ensure seamless client onboarding and communication. This collaborative approach not only helps advisors provide well-rounded advice but also enhances client satisfaction and retention. Regular team meetings and open communication channels are integral to keeping everyone aligned on client goals and regulatory requirements.

What are the key skills and qualifications needed to thrive as a financial advisor at Genwealth360, and why are they important?

To thrive as a Financial Advisor at Genwealth360, you typically need a bachelor's degree in finance or a related field, strong analytical skills, and relevant licenses such as FINRA Series 7 and 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Exceptional interpersonal skills, active listening, and the ability to build client trust help you stand out in this client-focused role. These competencies ensure you can deliver tailored financial advice, build long-term relationships, and help clients achieve their financial goals.

What is the difference between Genwealth360 vs Financial Advisor?

AspectGenwealth360Financial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, CFA, or similar certifications common
Work EnvironmentFinancial planning firms, online platformsBanks, independent firms, private practices
Industry UsageUsed in financial planning and wealth managementUsed broadly in personal finance and investment advice
Search/Comparison IntentPeople comparing financial planning tools or servicesIndividuals seeking personal financial advice

Genwealth360 and Financial Advisor roles share similar credentials and work environments, focusing on wealth management and financial planning. While Genwealth360 may refer to a specific platform or service, Financial Advisor is a broader term for professionals providing personalized financial guidance. Both are key in the financial industry, often searched together by those seeking expert financial assistance.

What is Genwealth360?

Genwealth360 is typically associated with a financial advisory service or platform that offers comprehensive wealth management solutions. These services often include financial planning, investment management, retirement planning, and other personalized financial services to help individuals and families achieve their financial goals. Genwealth360 aims to provide holistic advice tailored to each client's unique circumstances, utilizing advanced tools and experienced advisors. Clients can expect ongoing support and guidance to navigate complex financial decisions and build long-term wealth.

What are popular job titles related to Genwealth360 jobs in California?

For Genwealth360 jobs in California, the most frequently searched job titles are:

What job categories do people searching Genwealth360 jobs in California look for?

The top searched job categories for Genwealth360 jobs in California are:

What cities in California are hiring for Genwealth360 jobs?

Cities in California with the most Genwealth360 job openings:

Genwealth360 jobs near you
Infographic showing various Genwealth360 job openings in California as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Physical job distribution.

Administrative Assistant

GENWEALTH 360 INC

Long Beach, CA • On-site

$40K - $45K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 12 hours ago

Job description

Benefits:
  • 401(k)
  • Company parties
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

Administrative Assistant — Genwealth 360Location: Long Beach, California — [On-site]
Employment Type: Full-time
Salary: $40,000
Benefits: Medical, dental, vision, and 401(k)
About Genwealth 360
GenWealth 360 helps clients navigate their financial lives with clarity and confidence. We’re a collaborative, fast-moving team that values professionalism, accuracy, and great client experiences.
The Role
We’re seeking an organized, tech-savvy Administrative Assistant to keep our operations running smoothly. You’ll support executives and client-facing teams with scheduling, documentation, client onboarding, and day-to-day office coordination.
What You’ll Do
  • Calendar & Scheduling: Manage complex calendars, coordinate meetings across time zones, prepare agendas, and arrange travel and logistics.
  • Client Support: Assist with onboarding tasks (forms, document collection, e-signature), track status in our CRM, and prepare meeting materials.
  • Documentation & Reporting: Draft and format spreadsheets; maintain accurate digital filing and version control.
  • Operations Coordination: Monitor and respond to shared inboxes, route inquiries, handle mail/shipping, and liaise with vendors.
  • Expense & Record Management: Process reimbursements, reconcile receipts, and help maintain orderly records for audits and compliance.
  • Meeting Execution: Set up conference/Zoom calls, take and distribute notes, and track follow-ups to completion.
  • Data Entry: Enter/update client and prospect data; run simple reports and exports.
  • Project Support: Assist with special projects (process documentation, event logistics, light research).

What You’ll Bring
  • 1-2 years in an administrative, office coordinator, or executive support role (professional services or financial services a plus).
  • Proficiency with Microsoft 365 or Google Workspace, Zoom, Slack/Teams, and basic spreadsheet skills.
  • Experience with e-signature tools (DocuSign/Adobe Sign).
  • Impeccable organization, attention to detail, and follow-through; able to juggle priorities and meet deadlines.
  • Professional communication—clear writing, polished client etiquette, and discretion with sensitive information.
  • Comfort working in a fast-paced, highly collaborative environment.
Nice to Have
  • Financial services background or interest in learning the industry.

Work Environment & Benefits
  • Professional development and training opportunities
  • Medical, dental, vision, and 401(k)
Compensation
  • Range: $40,000 – $55,000 annual base 
How to Apply
Send your resume and a brief note on why you’re excited about GenWealth 360 to admin@genwealth360.com with the subject line “Administrative Assistant – [Your Name]”. Portfolio or work samples (e.g., formatted docs, templates) are welcome.