Wealth Management Client Services Associate | CFP Path
Listed on 2026-11-04
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Finance & Banking
Wealth Management
Ashford Connex, LLC in Wexford, PA seeks a Client Service Associate to support financial advisors in delivering wealth management services to high-net-worth clients and institutions.
The role emphasizes day-to-day administration, client data integrity, and preparation of meetings using PowerPoint. A 2+ year background in financial services and a Bachelor’s degree are required, with CFP pursuit encouraged.
The following position is for a Wealth Management Client Services Associate | CFP Path with ASHFORD CONNEX, LLC.
Our organisation is growing, and we are hiring a Wealth Management Client Services Associate | CFP Path in Wexford, Allegheny County, United States.
This opening is for the Wealth Management Client Services Associate | CFP Path role at ASHFORD CONNEX, LLC.
We are seeking a motivated Wealth Management Client Services Associate | CFP Path to join ASHFORD CONNEX, LLC in Wexford, Allegheny County, United States.
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