Associate Wealth Advisor - Client & Planning
Job in
Brea, Orange County, California, 92631, USA
Listed on 2026-07-13
Listing for:
130 Raymond James Financial Services, Inc.
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Blunt Wealth Services is seeking an Associate Wealth Advisor to manage day-to-day client relationships and investment requests. You will work in a collaborative team to ensure compliance with firm policies while delivering personalized service.
Requirements include a Bachelor’s degree, Series 7 & 66 licenses (or equivalent), and at least 1 year of client relationship experience in financial services. Proficiency with CRM and Excel is expected.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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