Wealth Management Associate

Right Choice Resources; Calabasas (CA); Ibrido; USD 65.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Company-sponsored licensing support

Health, dental, and vision benefits

Paid time off

Professional development opportunities

Descrizione del lavoro

Right Choice Resources in Calabasas is seeking a Wealth Management Associate to work closely with a successful financial advisor. In this role, you will support all aspects of client service and investment operations, gaining invaluable experience in wealth management.

The ideal candidate has 3+ years in a client-facing financial services role, is detail-oriented, and excels in a fast-paced environment. This opportunity offers a competitive salary of $65,000 to $90,000, with additional benefits and a hybrid work model.

Competenze

• 3+ years supporting financial advisors or wealth managers.
• Experience in client-facing financial services roles.
• Exceptional client service and relationship management skills.
• Strong verbal and written communication skills.
• Highly organized with attention to detail.

Mansioni

• Serve as the primary point of contact for clients.
• Assist with account maintenance and money movement requests.
• Coordinate client meetings and support relationship management.
• Gather information for financial planning and wealth management.
• Maintain accurate client records in CRM systems.

Conoscenze

Client service skills

Detail-oriented

Communication skills

Organizational skills

Ability to prioritize

Descrizione del lavoro

A successful and growing private wealth management practice is seeking a Wealth Management Associate to join its team in Calabasas, California.

This position offers the opportunity to work directly alongside a highly successful financial advisor while playing an integral role in client service, investment operations, financial planning coordination, and overall practice growth.

The ideal candidate is highly organized, detail-oriented, client-focused, and thrives in a fast-paced environment where responsiveness and accuracy are critical.

This is an excellent opportunity for someone looking to expand their exposure to wealth management, deepen their industry expertise, and build a long-term career within financial services.

Key Responsibilities

• Serve as a primary point of contact for clients and help deliver an exceptional client experience
• Support client meetings through preparation, follow-up, coordination, and ongoing relationship management
• Assist with account maintenance, money movement requests, transfers, and other client service activities
• Coordinate and support trading activities in accordance with licensing and compliance requirements
• Gather and organize information needed for financial planning and wealth management initiatives
• Track and manage prospect-to-client conversion activities and onboarding processes
• Coordinate with internal and external resources to ensure timely completion of client requests and planning activities
• Maintain accurate client records and documentation within CRM and operational systems
• Collaborate closely with advisors and team members to support client retention and business growth

Qualifications

• 3+ years of experience supporting financial advisors, wealth managers, financial planners, or investment professionals
• Experience in a client-facing wealth management, advisory, or financial services environment
• Existing SIE, Series 7, or Series 66 licensing is preferred but not required
• Ability and willingness to obtain required securities and insurance licenses within the designated timeframe
• Exceptional client service and relationship management skills
• Strong verbal and written communication skills
• Highly organized with exceptional attention to detail
• Ability to prioritize multiple responsibilities in a fast-paced environment
• Self-motivated with a strong sense of urgency and accountability

What Makes This Opportunity Attractive

• Work directly alongside one of the firm's most successful advisors
• Participate in client meetings and gain meaningful exposure to the advisory side of the business
• Gain hands‑on experience with trading, investment operations, financial planning coordination, and client relationship management
• Company-sponsored licensing support and professional development
• Hybrid work schedule following the initial onboarding period
• Strong team environment with a proven track record of internal advancement
• Opportunity to join a growing practice with long-term career potential
• Base salary of $65,000 to $90,000 depending on experience and licensing
• Target annual bonus opportunity
• Company-sponsored licensing and exam reimbursement program
• Health, dental, and vision benefits
• Paid time off
• Professional development and career growth opportunities