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Wealth Management Associate — Admin & Financial Analysis

Job in Claremont, Los Angeles County, California, 91711, USA
Listing for: The Recruitment Council
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
An established industry player in wealth management is seeking a Wealth Management Associate to join their dynamic team. In this role, you will provide essential administrative support and conduct technical analysis, ensuring that all requests are processed accurately and promptly. Ideal candidates will possess strong critical thinking skills, attention to detail, and a client-centric approach. With a focus on compliance and a collaborative team environment, this position offers an exciting opportunity to grow within a leading wealth management division.

If you're a quick learner with a passion for finance, this role is perfect for you.
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Position Requirements
10+ Years work experience
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