Elite Wealth Management Trainee
Job in
Beverly Hills, Los Angeles County, California, 90211, USA
Listed on 2026-01-22
Listing for:
Retirement Resource Center, LLC.
Apprenticeship/Internship
position Listed on 2026-01-22
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services, Financial Consultant
Job Description & How to Apply Below
A leading financial advisory firm is seeking an EGP Specialist Trainee in Beverly Hills, CA. This training position will develop candidates to support Financial Advisor Teams, focusing on client relationships and service. You will track client activities, assist in meetings, and manage client onboarding processes. Candidates must obtain relevant licenses and demonstrate strong communication and organizational skills. This role is office-based with the opportunity for career advancement in Wealth Management.
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