Private Client Investment Associate, Wealth Management

A leading financial services firm in San Mateo, CA is hiring a Private Client Investment Associate. This role involves delivering exceptional client service and operational support to Advisors. Responsibilities include managing account requests, fostering client relationships, engaging in risk management, and adhering to compliance requirements. Candidates must possess a Series 7 license and willingness to obtain additional certifications. This position offers a full-time schedule and values teamwork and diversity. #J-18808-Ljbffr