Wealth Advisor Associate: Client Services & Strategy
Brighton Jones
Brighton Jones is seeking an Associate Advisor in our Palo Alto office to support wealth management teams and coordinate client service activities. You will handle day-to-day workflows, data entry in Salesforce, and communication with custodians and clients to ensure timely delivery of services. The role requires 2–4 years in financial planning or related field, an undergraduate degree, and Series 65 within 120 days. #J-18808-Ljbffr Brighton Jones
Vacancy posted 1 day ago
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