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Wealth Manager: AUM & Lead Client Wealth
Job in
Claremont, Los Angeles County, California, 91711, USA
Listed on 2026-01-12
Listing for:
The Recruitment Council
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Wealth Management, Financial Services
Job Description & How to Apply Below
Join a prestigious financial services firm as a Wealth Manager, where your expertise in wealth management and client relations will drive growth and success. In this dynamic role, you will be responsible for acquiring new clients through engaging presentations and networking, while ensuring exceptional service and satisfaction for existing clients. Your knowledge of regulatory compliance and tools like Xplan will be crucial as you navigate the complexities of financial planning for high net worth individuals.
This is an exciting opportunity to contribute to a thriving company culture and make a significant impact in the financial services industry.
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