Financial Associate & Client Advisory — Wealth Management
Listed on 2026-06-27
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Finance & Banking
Financial Sales, Financial Analyst, Financial Advisor / Consultant
Job Overview
FINANCIAL ASSOCIATE SUPPORT – a role at a wealth management company in Fresno. You will meet with clients to review their current financial status and provide strategic advice on financial planning and investments, educating them on products and services to reduce debts and maximize profitability and reach financial goals.
Benefits- Paid vacation and sick time
- Medical, dental/life insurance
- 401(k) available
- Proficiency with Microsoft Word, Outlook, and advanced Excel.
- Minimum 2‑5+ years of experience in a financial role.
- BA/BS college degree is a plus.
- Strong customer service and communication skills.
Equal Opportunity Employer / Disabled / Protected Veterans. We are committed to providing reasonable accommodations to individuals with disabilities. For temporary assignments lasting 13 weeks or longer, we offer major medical, dental, vision, 401(k), and statutory sick pay where required. Apple One participates in the E‑Verify program in certain locations as required by law. We consider qualified applicants regardless of criminal history, consistent with legal requirements, including the Fair Chance Initiative for Hiring Ordinances in Los Angeles County, California, and San Francisco.
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