Wealth Advisor Associate - Client Solutions & Ops

A financial services firm located in Palo Alto seeks an Associate Advisor to manage client service teams and provide operational support for wealth management. The ideal candidate has 2–4 years of relevant experience and an undergraduate degree. Responsibilities include managing data and workflows, preparing client deliverables, and facilitating client meetings. Competitive salary of $85,000 – $105,000 per year, along with a robust benefits package, is offered for this in-office, full-time position.
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