Wealth Strategy Associate: Data-Driven Asset Allocation

A leading wealth management firm in Newport Beach seeks an analytical professional skilled in developing wealth management strategies. Responsibilities include assisting financial advisors, customizing asset allocation strategies, and supporting client relationship building. The ideal candidate will have extensive experience in client service within finance, alongside Series 7 and 66 licenses. The position offers a salary range from $70,000 to $92,000, with opportunities for growth and flexible working options. #J-18808-Ljbffr