Private Wealth Associate — Client Services & Growth

A leading wealth management firm in San Diego is seeking a Private Wealth Associate to provide exceptional client service in handling financial accounts. Candidates should have over 3 years of experience in financial services, strong communication skills, and the ability to excel in a fast-paced environment. The role involves onboarding new clients, preparing financial reports, and maintaining file accuracy. Competitive salary and excellent benefits are offered, including health coverage and 401(k) matching. #J-18808-Ljbffr