Wealth Management Associate

A successful and growing private wealth management practice is seeking a Wealth Management Associate to join its team in Calabasas, California. This position offers the opportunity to work directly alongside a highly successful financial advisor while playing an integral role in client service, investment operations, financial planning coordination, and overall practice growth. The ideal candidate is highly organized, detail-oriented, client-focused, and thrives in a fast-paced environment where responsiveness and accuracy are critical. This is an excellent opportunity for someone looking to expand their exposure to wealth management, deepen their industry expertise, and build a long-term career within financial services. Key Responsibilities Serve as a primary point of contact for clients and help deliver an exceptional client experience Support client meetings through preparation, follow-up, coordination, and ongoing relationship management Assist with account maintenance, money movement requests, transfers, and other client service activities Coordinate and support trading activities in accordance with licensing and compliance requirements Gather and organize information needed for financial planning and wealth management initiatives Track and manage prospect-to-client conversion activities and onboarding processes Coordinate with internal and external resources to ensure timely completion of client requests and planning activities Maintain accurate client records and documentation within CRM and operational systems Collaborate closely with advisors and team members to support client retention and business growth Qualifications 3+ years of experience supporting financial advisors, wealth managers, financial planners, or investment professionals Experience in a client-facing wealth management, advisory, or financial services environment Existing SIE, Series 7, or Series 66 licensing is preferred but not required Ability and willingness to obtain required securities and insurance licenses within the designated timeframe Exceptional client service and relationship management skills Strong verbal and written communication skills Highly organized with exceptional attention to detail Ability to prioritize multiple responsibilities in a fast-paced environment Self-motivated with a strong sense of urgency and accountability What Makes This Opportunity Attractive Work directly alongside one of the firm's most successful advisors Participate in client meetings and gain meaningful exposure to the advisory side of the business Gain hands‑on experience with trading, investment operations, financial planning coordination, and client relationship management Company-sponsored licensing support and professional development Hybrid work schedule following the initial onboarding period Strong team environment with a proven track record of internal advancement Opportunity to join a growing practice with long-term career potential Base salary of $65,000 to $90,000 depending on experience and licensing Target annual bonus opportunity Company-sponsored licensing and exam reimbursement program Health, dental, and vision benefits Paid time off Professional development and career growth opportunities #J-18808-Ljbffr