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Wealth Management Associate — Hybrid Equity
Job in
Kenai, Kenai Peninsula Borough, Alaska, 99611, USA
Listed on 2026-04-23
Listing for:
Coldstream
Full Time
position Listed on 2026-04-23
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A wealth management firm in Kenai, AK is seeking a Wealth Management Associate to ensure outstanding client service and support. Responsibilities include client communication, data management in CRM, and assisting in financial planning. Ideal candidates have 2+ years of experience in the industry, strong communication skills, and a relevant degree. Competitive salary starts at $70k–$90k, plus bonuses and benefits.
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Position Requirements
10+ Years
work experience
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