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Wealth Management Pro: Client Relationships & Investments
Job in
Brea, Orange County, California, 92631, USA
Listed on 2026-06-15
Listing for:
Fwainvest
Full Time
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Wealth Management, Financial Services, Financial Advisor
Job Description & How to Apply Below
Blunt Wealth Services is looking for a Wealth Management Associate in Brea, California. This role focuses on managing client relationships, ensuring compliance, and supporting business growth while working collaboratively with a team.
The ideal candidate will hold a bachelor’s degree and have at least one year of experience in client relationship management within financial services. A strong understanding of investments is crucial for success in this position offering a salary range of $80,000 to $110,000.
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