Wealth Management Associate — Hybrid, Growth & Licensing Support

Right Choice Resources; Calabasas (CA); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Company-sponsored licensing support

Health, dental, and vision benefits

Paid time off

Professional development opportunities

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client service skills

Detail-oriented

Communication skills

Organizational skills

Ability to prioritize

Job description

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.