Wealth Investment Relationship Specialist

A financial institution in California seeks an Investment Relationship Officer to assist financial advisors with client account management and operational service. Responsibilities include opening accounts, ensuring regulatory compliance, and providing client support on investment products. Candidates should have 2–5 years of experience in client service and hold FINRA Series 7 and 63 licenses. The position offers competitive compensation and growth opportunities within a diverse work environment. #J-18808-Ljbffr