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Financial Consultant Accounting & Finance

Wealth Management Associate: Client Success & Strategy

Job in Pleasanton, Alameda County, California, 94566, USA
Listing for: PowerToFly
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
    Financial Consultant, Accounting & Finance
Job Description & How to Apply Below
A leading financial services firm in Pleasanton seeks a Wealth Management Associate to enhance client relationships and deliver comprehensive financial strategies. You will support Financial Advisors in developing tailored investment plans and cultivate new business opportunities. The ideal candidate will have over 5 years of relevant experience, strong communication skills, and the ability to thrive in a team-oriented environment. This position offers a competitive salary and opportunities for professional development.
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Position Requirements
10+ Years work experience
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