Entry Wealth Associate: Client Services & Proposals
Baker Avenue
BakerAvenue, a San Francisco-based wealth management firm, is seeking an entry-level Wealth Associate to support the Wealth Advisory team with administrative and client engagement tasks. The role includes data entry, meeting scheduling, preparation, and proposal generation from the San Francisco office. Ideal candidates hold a Bachelor’s degree, with CFA/CFP preferred but not required, and a demonstrated interest in wealth management. #J-18808-Ljbffr Baker Avenue
Vacancy posted 3 days ago
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