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Wealth Associate: Mentorship Licensing Support
Job in
Los Angeles, Los Angeles County, California, 90079, USA
Listed on 2025-12-29
Listing for:
The Redlands Chamber of Commerce
Full Time
position Listed on 2025-12-29
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
A financial services firm in Southern California is seeking an Associate Wealth Manager to support Wealth Managers and ensure high-quality client experiences. The role involves assisting in client meetings, preparing documentation, and enhancing client relationships. Candidates must hold a Bachelor's degree and have relevant experience. The firm values collaboration, tech-savviness, and a commitment to client-centered goals. Offering a supportive environment with mentorship for professional growth.
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Position Requirements
10+ Years
work experience
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