Associate Wealth Advisor: Client Impact
Job in
Campbell, Santa Clara County, California, 95011, USA
Listed on 2026-01-25
Listing for:
Beacon Pointe
Full Time
position Listed on 2026-01-25
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Services, Financial Sales
Job Description & How to Apply Below
A leading financial services firm is seeking an Associate Wealth Advisor in Campbell, CA. The role involves assisting with client advisory, investment management, and ensuring a seamless service experience for clients. Candidates should possess a Bachelor’s degree in Finance or Business, relevant financial designations, and at least two years of experience in the financial services industry. The ideal candidate excels in communication and has strong organizational skills.
This position offers an opportunity to work with experienced wealth advisors and contribute to client financial success.
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Position Requirements
10+ Years
work experience
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