Financial Wellness Coach Analyst – Client-Facing Wealth

A leading global investment firm is seeking a Financial Wellness Coach in Newport Beach, CA. This role involves creating strong relationships with clients through personalized financial planning. Candidates should have a Bachelor's degree and a passion for financial planning. The firm provides extensive training that includes guidance on obtaining necessary licenses and skills development toward a rewarding career as a financial advisor. A competitive salary and a supportive work environment focused on diversity and inclusion are offered. #J-18808-Ljbffr