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Financial Services Financial Advisor

Hybrid Private Wealth Client Associate

Job in Washington, District of Columbia, 20022, USA
Listing for: Phyton Talent Advisors
Full Time position
Listed on 2026-01-26
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Job Description & How to Apply Below
A premier global financial services firm seeks a Client Associate in Washington, DC, to support a dynamic Private Wealth Management team. The ideal candidate will coordinate calendars, manage communications, and ensure outstanding client service. Candidates should have over 3 years of experience in a client-support role within financial services, possess strong organizational skills, and a proactive mindset. This hybrid position allows for 4 days onsite and 1 remote, fostering a collaborative and engaging team environment.
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Position Requirements
10+ Years work experience
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