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Financial Services Wealth Management Financial Advisor

Hybrid Private Client Services Associate

Job in Petaluma, Sonoma County, California, 94954, USA
Listing for: Perigonwealth
Full Time position
Listed on 2025-12-02
Job specializations:
  • Finance & Banking
    Financial Services, Wealth Management, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Petaluma, CA is seeking a Private Client Associate to support Wealth Managers and enhance client services. This role requires strong client service skills, experience with custodial platforms, and the ability to maintain accurate client information. Ideal candidates will have a background in wealth management and excellent communication skills. Competitive compensation package offered.
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Position Requirements
10+ Years work experience
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