Wealth Management Associate: Client Success & Strategy

A leading financial services firm in Pleasanton seeks a Wealth Management Associate to enhance client relationships and deliver comprehensive financial strategies. You will support Financial Advisors in developing tailored investment plans and cultivate new business opportunities. The ideal candidate will have over 5 years of relevant experience, strong communication skills, and the ability to thrive in a team-oriented environment. This position offers a competitive salary and opportunities for professional development. #J-18808-Ljbffr