Wealth Strategy Associate - Client Growth & Asset Allocation

A leading global wealth manager in San Francisco is looking for a Wealth Strategy Associate to assist financial advisors, develop customized investment solutions, and support client relationship building. Candidates should have 2-3 years of experience in client service within finance, a Bachelor's degree in Finance or Economics, and Series 7 and 66 licenses. This role offers a competitive salary range of $70,000 to $85,000. #J-18808-Ljbffr