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Junior Financial Advisor - Client & Planning
Job in
Claremont, Los Angeles County, California, 91711, USA
Listed on 2025-12-24
Listing for:
The Recruitment Council
Full Time
position Listed on 2025-12-24
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
An established industry player in asset management is seeking a Junior Financial Advisor to enhance profitability by supporting advisory partners. This role involves ensuring compliance, managing documentation, and engaging with high-profile clients. The ideal candidate will possess a Certified Financial Planner designation and a strong aptitude for figures, alongside excellent interpersonal and communication skills. You will have the opportunity to build relationships, attract new business, and provide tailored financial solutions.
Join a dynamic team where your contributions will significantly impact client satisfaction and business growth.
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