Wealth Management Client Advisor

A leading financial institution in Walnut Creek seeks a Client Associate to support its Financial Advisor team. This role includes managing client relationships, attending client meetings, and ensuring a high level of client service. A valid Series 7 and 66 or 63 and 65 licenses are required. The position offers a salary range of $52,000 to $100,000 annually based on experience and qualifications. #J-18808-Ljbffr