UHNW Wealth Client Associate - Growth & Solutions

A leading financial services firm in Palo Alto is looking for a Client Associate to enhance client relationships and deliver personalized wealth management solutions. This role involves onboarding and maintaining client accounts, executing trades, and supporting Financial Advisors with administrative and operational tasks. Ideal candidates will possess a Bachelor's degree and Series 7 & 66 licenses or will obtain them shortly after hiring. Join a dynamic team committed to excellence and client satisfaction. #J-18808-Ljbffr