About this opportunity
PowerToFly lists this Wealth Management Associate: Client Advisory & Growth opportunity in san francisco, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
A financial services firm in San Francisco is seeking a Wealth Management Associate to manage client relationships and support financial advisors. This role demands a minimum of 5 years of relevant experience and active licenses like Series 7 and 66. Responsibilities include preparing reports, assisting in investment strategies, and cultivating client trust. Ideal candidates possess strong communication skills, a knack for problem solving, and the ability to work in a fast-paced environment, making this position vital to client satisfaction and business development.
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Worksite address
san francisco, CA, 94199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.