About this opportunity
DRUM Associates lists this Wealth Management Associate: High-Impact Client Service opportunity in los angeles, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
DRUM Associates is seeking a Private Wealth Associate to join our Los Angeles team. You will work directly with Wealth Advisors, supporting high-net-worth and ultra-high-net-worth clients while gaining exposure to wealth planning, portfolio analysis, and client service.
You will participate in client meetings from day one, handle servicing needs, and balance planning with administration. Training is provided, with firm-sponsored study for SIE, Series 7, and Series 63 licenses, shaping a path
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.