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Wealth Management Associate: Advisor Support
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-01-12
Listing for:
U.S. Bank
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
A national banking institution in Walnut Creek is seeking a dedicated professional to support Financial Advisors with administrative tasks and client-related activities. The ideal candidate will have a high school diploma (Bachelor’s preferred) and five years of experience in the investment industry. Regulatory registrations and strong communication and organization skills are essential for this role, which may include performance-based compensation opportunities.
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Position Requirements
10+ Years
work experience
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