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Associate Wealth Manager: Client & Learning

Job in Los Angeles, Los Angeles County, California, 90079, USA
Listing for: Redlands Chamber of Commerce
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Position: Associate Wealth Manager: Client Growth & Learning
A financial advisory firm in the Greater Los Angeles area is seeking an Associate Wealth Manager to support Wealth Managers in client acquisition and service. This role requires a Bachelor's degree and knowledge of financial planning, along with strong communication and relationship management skills. The firm offers a supportive environment for personal and professional development, with a focus on client success.

Opportunities to grow and learn about financial planning will be provided, alongside technology tools used in the industry.
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Position Requirements
10+ Years work experience
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