Impact Investing: Wealth Client Services Associate

A financial advisory firm in Oakland, California is seeking a Client Services Assistant for Wealth Management to support client onboarding and account operations. The ideal candidate has a certification or degree in Finance and prefers experience in Sustainable Investing. This role emphasizes a collaborative environment and provides comprehensive benefits including health coverage and a 401(k) plan. Compensation ranges from $62,000 to $72,000 annually based on experience. #J-18808-Ljbffr