Client-Facing Financial Planning Associate — Wealth Growth

A prominent wealth management firm located in Newport Beach, CA is seeking a full-time Associate for their Planning Department. This client-facing role involves assisting with financial planning tasks, utilizing sophisticated planning software, and supporting Private Wealth Advisors. Candidates should have 2-5 years of experience in financial services, a Bachelor's degree, and a strong interest in financial planning concepts. The role offers growth opportunities and a comprehensive benefits package. #J-18808-Ljbffr