California Licensed Wealth Management Associate

Job Summary

A company is looking for a Wealth Management Associate.

Key Responsibilities

• Provide financial services and products to clients to secure their financial well-being
• Participate in training programs to enhance skills in client relationship management and market development
• Develop and sustain long-term relationships with clients through networking and interpersonal skills

Required Qualifications

• Must be authorized to work in the United States
• A four-year college degree is preferred but not required
• Must obtain required state licenses and pass the SIE prior to onboarding
• Willingness to pursue FINRA Series 7 and 66 registrations
• Demonstrated motivation, integrity, and a strong work ethic