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Wealth Advisor Associate: Client Strategy & Ops

Brighton Jones

A leading wealth management firm in Washington, D.C. is seeking a Wealth Management Associate. The role involves preparing wealth management deliverables, reviewing client portfolios, and managing day-to-day client service operations. Candidates must hold a bachelor’s degree in a related field and be willing to obtain their Series 65 license. The firm offers competitive compensation, comprehensive benefits, and a culture focused on personal and professional development. #J-18808-Ljbffr Brighton Jones

Vacancy posted 3 days ago
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