Client-First Financial Operations Associate
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-07-31
Listing for:
UNAVAILABLE
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
The NMIS Associate Financial Representative in Irvine, CA focuses on client service and processing of variable products and other securities, ensuring an efficient, compliant office so the financial advisor can focus on building client relationships.
Responsibilities include gathering information for PX planning, inputting data, maintaining files, preparing annual reviews, and client-service tasks. Licensing (Series 6/7/63/65/66 as applicable) and strong communication are required.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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