Wealth Management Support Analyst

A leading financial services firm is seeking a Wealth Management Analyst in Walnut Creek, CA, to provide exceptional client service and support Financial Advisors. This entry-level role requires a minimum of 2 years of relevant experience and active Series 7, with responsibilities including preparation for client meetings, executing administrative marketing strategies, and utilizing financial services knowledge. The position offers competitive salary ranging from $68,000 to $120,000 annually, along with comprehensive benefits. #J-18808-Ljbffr