Logo
Citizens

Licensed Private Wealth Client Associate High-Touch Service

Citizens, San Francisco, California, United States, 94199

Save Job

A leading financial services firm in San Francisco is seeking a Registered Client Associate to support wealth management operations. The ideal candidate will develop strong relationships with high net worth clients, communicate investment updates, and coordinate meetings. Applicants must possess an active FINRA license, with at least 3 years of relevant experience in client service and administration. This role offers a competitive hourly wage and opportunities for overtime, training, and career growth. #J-18808-Ljbffr