Wealth Advisory Associate — UHNW Client Services

A leading financial services firm in Palo Alto seeks a Client Associate to support Financial Advisors in providing wealth management services. You will be responsible for client onboarding, account management, and facilitating investment recommendations. The ideal candidate will possess a Bachelor's degree and be a self-starter capable of handling tasks independently. This role provides an opportunity to make a substantial difference in clients' financial experiences while growing professionally within a dynamic team. #J-18808-Ljbffr