Registered Administrative Associate - Wealth Management
Solis Wealth Management Inc
Job Description
Job Description
IMPORTANT — Please read before applying.
This position is on-site in La Quinta, CA. We are not offering remote or hybrid work. Candidates must currently live in the Coachella Valley or surrounding desert cities. We are not considering relocation candidates.
We do not sponsor work visas. You must be authorized to work in the United States without sponsorship, now or in the future.
Applications submitted without a cover letter will not be reviewed.
About Solis Wealth Management
Solis Wealth Management is an independent, fee-based wealth management firm in La Quinta, CA. We serve an established client base and operate as a close-knit, values-driven team built on Trust, Knowledge, and Integrity. We're growing and looking for someone who takes pride in doing things right.
The Role
We are hiring a Registered Administrative Associate to support our advisors and clients across trading operations, client service, account administration, and financial planning support. You will be in our La Quinta office every day, serving as a key operational hub for the team.
Responsibilities include handling client account requests, supporting trade entry and portfolio rebalancing, maintaining CRM records, coordinating client meetings, and keeping back-office operations running smoothly.
Required Qualifications
- Minimum 2 years of experience in financial services or wealth management (RIA, broker-dealer, bank wealth management, or similar) — this is not an entry-level role
- Series 7 and Series 66 licenses, already held or actively in process — if not yet licensed, you must demonstrate serious intent (active study enrollment, prior attempt, or prior employer sponsorship); we will sponsor the right candidate but licensing must be a near-term reality
- Strong knowledge of account operations, client service workflows, and financial industry compliance basics
- Comfort with CRM systems, financial planning platforms, custodial portals, and standard office tools
- Excellent written and verbal communication skills
- Current residence in the Coachella Valley or desert cities — no relocation candidates will be considered
Preferred Qualifications
- Experience with Redtail CRM or eMoney financial planning software
- Prior experience in an RIA or independent broker-dealer environment
- Familiarity with LPL Financial or similar custodial platforms
- Experience supporting financial advisors in a registered or client service role
How to Apply
Submit your resume and a cover letter. Your cover letter must answer both of the following:
- Where do you currently live, and how long have you been in the area?
- Which one of our core values resonates most with you, and why?
Applications without a cover letter addressing both questions will not be reviewed.
Solis Wealth Management is an equal opportunity employer.
Vacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Registered Administrative Associate - Wealth Management in La Quinta, CA vacancy
$26.5 per hour
...When you join our team as an Assistant Store Manager, you'll take on key store management responsibilities including assisting with supervising... ..., personnel costs, and expenses • Ability to operate a cash register efficiently and accurately • Ability to safely and properly...SuggestedHourly payFull timeTemporary workPart timeLocal areaAldi
La Quinta, CA14 hours ago$26.5 per hour
...When you join our team as an Assistant Store Manager, you'll take on key store management responsibilities including assisting with supervising... ..., personnel costs, and expenses • Ability to operate a cash register efficiently and accurately • Ability to safely and properly...SuggestedHourly payFull timeTemporary workPart timeLocal areaAldi
La Quinta, CA3 days ago- ...Director. The successful candidate must have at least 3 years of administrative experience, excellent computer skills, and the ability to... ...include coordinating meetings, preparing communications, and managing incoming calls. This role offers an opportunity to contribute...SuggestedLocal area
- ...Brand and grow sales while maximizing the efficiency and profitability of the restaurant by leading the Del Taco Way with the General Manager or as the lead manager. Essential Job Functions Support the General Manager's efforts to adequately staff the restaurant with...SuggestedWork at officeLocal areaNight shift
Del Taco
La Quinta, CA7 days ago - ...here for you! As a Wendy's Assistant Manager, you will play a crucial role in... ...managing great work shifts and completing administrative duties. In the absence of the GM, you'll... ...Shift Supervisors Oversee a team of associates in a fast-paced environment while...SuggestedLocal areaFlexible hoursShift work
Cotti Foods Corporation Defunct
La Quinta, CA5 days ago $24.7 - $27.7 per hour
...Leader? Panda Express is searching for experienced leaders to join our store management team. Panda is 100% committed to the professional and personal development of our family of associates. That’s why we offer paid Store Management Leadership Training, mentorship,...Hourly payFull timeTemporary workLocal areaFlexible hoursPanda Restaurant Group
La Quinta, CA8 days ago$20 - $25 per hour
...PT/Variable-Non Exempt Required Degree NONE Manage Others No Phone (***) ***-**** POSITION OVERVIEW The Office Administrator provides administrative and human resources support... .... Two or more years HR experience preferred. Associate or bachelor’s degree preferred. REQUIRED...Work at officeRelocationFlexible hoursNight shift$17.2 - $17.8 per hour
...Assistant Manager Trainee- Part Time With nearly 400 stores across the western United States, Big 5 Sporting Goods is the neighborhood... ...store opening and closing procedures Training newly hired associates Directing sales and cashier associates throughout the store...Hourly payPart timeTraineeshipFlexible hoursBig 5 Sporting Goods
La Quinta, CA4 days ago- ...Anticipate and understand guests' needs and exceed their expectations Inventory Scheduling Preferred Experience: Management: 1 year Food Service: 1+ year Education: ~ High school or equivalent REQUIREMENTS ~ Must have previous experience...
Dunkin
La Quinta, CA4 days ago - ...movie lovers worldwide. Role Summary: Cinemark Assistant Managers assist in the overall operation of the theatre. They ensure... ...specific job functions Assists in the preparation of administrative and special reports for the General Manager Observes and participates...Hourly payDaily paidFull timeContract workLocal areaWorldwideFlexible hoursShift workAfternoon shift
Cinemark
La Quinta, CA6 days ago $17.65 per hour
...closing the store and performing other duties in the absence of management. A Key Holder will assist the store in periods of high volume... ...cash, and preparing deposits. Operating scanners, cash registers, and other electronics Follow proper age verification policies...Full timeNight shiftWeekend workGopuff
La Quinta, CA7 days ago$10 per hour
...BoxLunch Part-Time Assistant Manager – Level 1 At BoxLunch, we're committed using our love of pop culture to do something amazing:... ...use them! You'll open and close the store, as needed Work the register; you'll process sales transactions and use your fandom...Part timeHot Topic
Palm Desert, CA6 days ago- ...Previous comparable experience Responsible for efficiently managing the department that they are in charge of within the store... ...that department. Responsible for training and coaching associates within the department to effectively perform their job duties...Work at office
Food 4 Less
Coachella, CA4 days ago - ...Integral Senior Living (ISL) proudly manages care and lifestyle-focused Independent Living, Assisted Living and Memory Care communities... ...Accounting with one year experience as an Accountant, or Associates degree in Accounting with two to three years related...Work at officeLocal area
Integral Senior Living
La Quinta, CA3 days ago $18 - $23 per hour
...transactions and maintain proper cash and media accountabilities at POS registers. Actively seek new ways to develop skills and improve... .... Perform any other duties that may be assigned by management. Demonstrate high level of quality work, attendance and appearance...Hourly payPart timeWork at officeLocal areaFlexible hoursShift workNight shiftBoot Barn
Indio, CA1 day ago$22.43 - $31.57 per hour
...Unit: CSEA-California School Employees Association About College of the Desert... ...file data in specialized records. E 7. Register students for assigned programs and receive... ...ensures that students, faculty, staff, and managers of all backgrounds feel welcome,...Hourly payPermanent employmentFull timeTemporary workPart timeSeasonal workWork at officeFlexible hoursCollege of the Desert
Palm Desert, CA14 hours ago- ...Assistant MANAGER: As a top international pizza chain in business for more than 50 years, Little Caesars offers tremendous career... ..., procedures and policies are achieved. Performs the tasks associated with food and paper controls, labor, and utility cost controls...Currently hiringLocal areaShift work
Little Caesars
Palm Desert, CA14 hours ago $26 - $29 per hour
...General Manager To protect and deliver the Del Taco Brand and grow sales while maximizing the efficiency and profitability of the restaurant by leading the Del Taco Way with the General Manager or as the lead manager. Essential Job Functions Recruiting, hiring...Local areaDel Taco
Indio, CA4 days ago$17 - $22 per hour
...customer relationships in our retail stores. Associates who demonstrate high degrees of... ...successfully operate our point-of-sale (POS) register system and operate our email system.... ...productivity goals agreed upon with your store manager Demonstrate a complete knowledge of...Hourly payFull timeTemporary workPart timeLocal areaFlexible hours- ...for patients that request assistance including verifying income and expenses. Complete adjustment forms for any charity or administrative adjustments for approval. Complete promissory notes for patients that request payment arrangements. Update daily the upfront...Hourly payFull timeWork at officeLocal area
- ...other mandates. Establish and maintain filing systems on a variety of subjects; assemble, post and file data in specialized records. Register students for assigned programs and receive and process fees as assigned; establish, organize and maintain student records and...Part timeWork at office
$22.4 per hour
Overview: Overview The Assistant Store Manager (ASM) is a key store leader who helps bring sneaker culture to life by leading... ...and digital tools to enhance the customer experience, enable associates on the sales floor, and support efficient store operations....Weekly payFlexible hoursShift workAfternoon shiftFoot Locker
Palm Desert, CA2 days ago- ...Training & development Job Title: Workers’ Compensation Case Manager - MUST HAVE WORKERS' COMPENSATION EXPERIENCE IN A LAW OFFICE... ...records Assist with case strategy preparation and general administrative support Qualifications Minimum 1+ year of experience...Work at office
Law Offices of Bob Nehoray
Palm Desert, CA4 days ago - Big 5 Sporting Goods in Coachella is seeking an Assistant Manager Trainee part-time to provide excellent customer service and assist... .... Responsibilities include customer interaction, training new associates, inventory control, and maintaining store organization. Candidates...Part timeTraineeshipFlexible hours
- ...talented and pleasant patient care coordinator to take on all administrative and front office duties to provide an exceptional experience... ...should bridge the gap between customer obsession and clerical management. You should be able to deal with complaints and give accurate...Temporary workWork at officeWork from home
Specialty1 Partners
Palm Desert, CA14 hours ago - ...disabilities. Job Summary: The Office Clerk will assist the UCPIE administrative team by performing a variety of clerical and administrative... ...answering phones, distributing mail, running office errands, managing office supplies, filing, and data entry. Essential...Part timeWork at officeMonday to Friday
United Cerebral Palsy of The Inland Empire
Palm Desert, CA5 days ago $23 - $25 per hour
Free People is seeking an Assistant Store Manager for our new location in Palm Desert, CA. The ideal candidate will support store operations, focusing on customer engagement and team leadership. Responsibilities include guiding employees to meet store goals and maintaining...Hourly pay- ...experienced hospitality professional to work as an Assistant General Manage r to maintain the property up to brand standards and Owner... ...you will help us " craft inspired workplaces that enable all Associates to deliver kick-ass guest experiences and maximize investor...Daily paidLocal areaFlexible hoursNight shiftWeekend work
Twenty Four Seven Hotels
Palm Desert, CA1 day ago $23 per hour
...position is located at 73-595 El Paseo, Palm Desert, California, 92260 United States Role Summary The Assistant Department Manager supports service, selling, and business operations to achieve an engaging and inspiring store environment. This includes fostering...Local areaFlexible hoursNight shiftAnthropologie
Palm Desert, CA1 day ago$19.9 - $21.9 per hour
...Player, and Fight Hard To Win. Core Purpose: To create loyal, lifelong fans and exercise practitioners. Our Assistant General Manager, reporting directly to the General Manager, is responsible for assisting with the Sales team as well as day-to-day tasks. EōS...Daily paidFull timePart timeFlexible hoursWeekend workEŌS Fitness
Indio, CA7 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Registered Administrative Associate - Wealth Management. Be the first to apply!
Related searches
- administrative office technology La Quinta, CA
- health information management work from home La Quinta, CA
- construction management full time La Quinta, CA
- IT performance management La Quinta, CA
- management opportunity La Quinta, CA
- sales management training program - entry level La Quinta, CA
- management team La Quinta, CA
- emergency management specialist La Quinta, CA
- store management trainee La Quinta, CA
- identity management La Quinta, CA