California Licensed Wealth Management Associate
A company is looking for a Wealth Management Associate. Key Responsibilities Provide financial services and products to clients to secure their financial well-being Participate in training programs to enhance skills in client relationship management and market development Develop and sustain long-term relationships with clients through networking and interpersonal skills Required Qualifications Must be authorized to work in the United States A four-year college degree is preferred but not required Must obtain required state licenses and pass the SIE prior to onboarding Willingness to pursue FINRA Series 7 and 66 registrations Demonstrated motivation, integrity, and a strong work ethic
A company is looking for a Wealth Management Associate.
Key Responsibilities
Provide financial services and products to clients to secure their financial well-being
Participate in training programs to enhance skills in client relationship management and market development
Develop and sustain long-term relationships with clients through networking and interpersonal skills
Required Qualifications
Must be authorized to work in the United States
A four-year college degree is preferred but not required
Must obtain required state licenses and pass the SIE prior to onboarding
Willingness to pursue FINRA Series 7 and 66 registrations
Demonstrated motivation, integrity, and a strong work ethic
