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Wealth Management Associate — Client Support
Job in
Brea, Orange County, California, 92631, USA
Listed on 2026-02-21
Listing for:
U.S. Bank
Full Time
position Listed on 2026-02-21
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
A major financial institution is seeking a WM Affluent Associate in Brea, CA. This role includes supporting Financial Advisors with sales and customer service, preparing investment proposals, and organizing client records. Candidates should have investment industry experience and preferably a Bachelor's degree. Strong skills in financial services, communication, and organization are essential. The position offers a competitive salary and comprehensive benefits.
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Position Requirements
10+ Years
work experience
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