Westlake Village - This role involves providing crucial support to advisors, focusing on delivering comprehensive wealth and investment services to clientele. Responsibilities range from maintaining client relationships and resolving issues to coordinating onboarding activities, opening and verifying account transfers. Ideal candidates possess a bachelor's degree, preferably in Business, Finance, or Economics, with 1-3 years' experience in investment advisory or financial services. Strong communication, organization, and proficiency in MSOffice.
Mar 22, 2024