California Licensed Wealth Advisor
Job Summary
To support a senior wealth practice, the full-time Associate Wealth Advisor / Client Relationship Associate will manage client relationships, coordinate strategy meetings, and collaborate with external partners in a hybrid onsite/remote environment.
Key responsibilities
- Serve as the primary daily contact for private wealth clients, providing high-touch support
- Coordinate preparation and execution for client strategy meetings
- Facilitate administrative onboarding and maintain complex accounts across trusts and holding companies
Required qualifications
- 2 to 5+ years of experience in private wealth management, RIA support, or financial planning
- Bachelor's degree in Finance, Business, Economics, or a related field
- Proficiency with CRM systems and financial reporting software
- Series 7 and/or Series 66 preferred or willingness to obtain
- Strong knowledge of modern portfolio structures and market dynamics
Complete Job Description
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