Wealth Planning Associate & Client Services

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    Skills

    • Customer Relationsunmatched
    • Customer Relationship Management (CRM)unmatched
    • Customer Support/Serviceunmatched
    • Financeunmatched
    • Financial Servicesunmatched

    Description

    A growing wealth planning firm in Cypress, California, seeks an Associate/Service Wealth Advisor. This role focuses on client relationship management, supporting the Lead Advisor, and requires strong understanding of the financial services industry. Ideal candidates will have at least 3 years of relevant experience and a Bachelor's degree in finance or related field. Attractive compensation, including quarterly bonuses and a 401(k) plan, is offered.#J-18808-Ljbffr

    Numbers & Facts

    LocationCypress, CA

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