Wealth Management Client Associate

Jobot; Los Angeles (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

Jobot is seeking a Client Associate for a top wealth management firm in Los Angeles. You will support financial advisors, manage client onboarding, and help deliver high‑touch service to families. A Bachelor’s degree is required and a Series 65 is expected or pursued.

This role rewards detail orientation, curiosity, disciplined work, collaboration, and a proactive, solution‑focused mindset. You will build trusted relationships across teams and contribute to a client‑centric mission.

Qualifications

• Bachelor's degree required.
• Series 65 license or clear intent to attain.

Skills

Detail‑Oriented

Curious

Disciplined

Collaborative

Solution‑Focused

Self‑Driven

Education

Bachelor’s Degree

Series 65

Job description

Jobot is seeking a Client Associate for a top wealth management firm in Los Angeles. You will support financial advisors, manage client onboarding, and help deliver high‑touch service to families. A Bachelor’s degree is required and a Series 65 is expected or pursued.

This role rewards detail orientation, curiosity, disciplined work, collaboration, and a proactive, solution‑focused mindset. You will build trusted relationships across teams and contribute to a client‑centric mission.