Wealth Strategy Associate - Client Advisory & Analytics

A global wealth management firm is seeking a Client Associate in San Diego, TX. The role involves supporting financial advisors in client conversations, developing customized strategies, and relationship management. Candidates should hold Series 7 and 66 licenses, possess 2-3 years of client service experience in finance, and have a Bachelor's degree in Finance or Economics. This full-time position offers a salary between $60,000 and $70,000, with opportunities to grow in a supportive environment. #J-18808-Ljbffr