Associate Wealth Advisor: Client Strategy & Growth
Beacon Pointe
A financial services firm located in Pleasant Hill, CA is seeking an Associate Wealth Advisor to join their team. The successful candidate will provide a top-tier service experience while supporting Senior Wealth Advisors with client advisory and investment management duties. Requirements include a four-year degree in finance or a related field, along with relevant experience in the financial services sector, particularly with high-net-worth clientele. Strong communication, organizational, and analytical skills are essential for this role. #J-18808-Ljbffr
Vacancy posted 13 hours ago
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