Associate Wealth Manager: Grow Clients & Lead Plans

Citizens is seeking an Associate Wealth Manager in Los Angeles, CA. This role involves building a pipeline of prospective clients through networking, cold calling, and events. Responsibilities include preparing financial plans, leading client meetings, and conducting market research. Candidates should have 5+ years of relevant experience and a BA in Business or Finance, along with Series 7/66 Licenses. A commitment to client relationships and strong communication skills are essential. The position comes with a full-time schedule of 40 hours per week, Monday to Friday.
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