Wealth Management Private Client Associate
BioForward, Inc.
BioForward, Inc. is looking for a Private Client Investment Associate in Santa Clara, California. The role involves providing operational support to Advisors in Wealth Management, facilitating client requests, and engaging in risk management practices. The ideal candidate should possess a valid Series 7 license, capable of building strong client relationships, and compliance with operational procedures. This position offers an opportunity to work in a collaborative environment, prioritizing client service and operational accuracy. #J-18808-Ljbffr BioForward, Inc.
Vacancy posted 2 days ago
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