More jobs:
Client-Facing Financial Planning Associate — Wealth
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-01-27
Listing for:
The Bahnsen Group
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A prominent wealth management firm located in Newport Beach, CA is seeking a full-time Associate for their Planning Department. This client-facing role involves assisting with financial planning tasks, utilizing sophisticated planning software, and supporting Private Wealth Advisors. Candidates should have 2-5 years of experience in financial services, a Bachelor's degree, and a strong interest in financial planning concepts. The role offers growth opportunities and a comprehensive benefits package.
#J-18808-Ljbffr
Position Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×