Wealth Management Associate-In Los Angeles, CA
We are seeking financial service candidates with 1 to 2 years of work experience who are interested in a career within WEALTH MANANGEMENT.
This is an Associate level role where you will learn from seasoned Financial Advisors, develop your analytical and client services skills, and grow your wealth management career. This is an entry level role for candidates with 1-2 years of internships or work experience.
Base salary: $80K plus generous bonus, top benefits and career development.
Candidates must obtain their SIE, Series 7, and 63 within six months of hire (the company will sponsor their employees and offer up study time).
In this role you will learn and develop your client services skills by working with Wealth Management professionals, assisting in building relationships, analyzing client portfolios, maintaining client accounts, and preparing client presentational materials.
Candidates must have:
- High proficiency in Excel, PowerPoint, and Word
- Be able to handle high-pressure situations and deal with time sensitive client requests
- Excellent writing and analytical skills
- A college degree
- Series 7 and 63 is a plus (will sponsor candidate that do not have their series)
We will consider for employment, qualified applicants with criminal histories in a manner consistent with the requirements of the State of California Fair Chance Initiative for Hiring.
