Join the Team

At Stefanic Insurance and Financial Services, we truly believe financial planning should be a source of clarity and confidence, not confusion. As a well-established boutique firm based in Gig Harbor, WA, we specialize in helping individuals navigate every stage of retirement—from early planning and accumulation, to transitioning. Our goal is to be more than just advisors, we are partners who strive to bring transparency, trust, and peace of mind to every client relationship. With advanced planning strategies and a personalized approach, we help clients design a retirement journey that’s purposeful and aligns with what matters most to them. 

We’re looking for a Client Service Associate (CSA) to be the operational backbone of our team, ensuring seamless operations and delivering an unparalleled client experience. If you’re someone who is organized, proactive, and passionate about supporting both clients and colleagues, we’d love to meet you.