Wealth Management Associate: Client Advisory & Growth

A financial services firm in San Francisco is seeking a Wealth Management Associate to manage client relationships and support financial advisors. This role demands a minimum of 5 years of relevant experience and active licenses like Series 7 and 66. Responsibilities include preparing reports, assisting in investment strategies, and cultivating client trust. Ideal candidates possess strong communication skills, a knack for problem solving, and the ability to work in a fast-paced environment, making this position vital to client satisfaction and business development. #J-18808-Ljbffr