Wealth Management Operations Associate

A reputable wealth management firm located in Spokane is seeking a detail-oriented Wealth Management Associate to support the appointment preparation and service workflows. The ideal candidate will have strong organizational and communication skills, a bachelor's degree in finance, and possibly prior experience in financial services. This role focuses on ensuring operational excellence, preparing materials for advisors, and managing client paperwork accurately, setting up a solid career path in wealth management. #J-18808-Ljbffr