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Financial Advisor

Wealth Management Client Services Associate

Job in San Jose, Santa Clara County, California, 95199, USA
Listing for: Beacon Pointe
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
A Registered Investment Advisor firm in San Jose, CA is seeking a Client Service Associate to join their team. The role includes responding to client requests, assisting with meeting preparations, and managing custodial alerts. The ideal candidate will possess an undergraduate degree and have 2+ years of relevant experience, preferably in wealth management. This entry-level position offers opportunities for growth in advisory and client service roles within the firm.
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Position Requirements
10+ Years work experience
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