CMC Recruiting is hiring a Private Wealth Associate in Irvine, CA. This hybrid role involves delivering high-touch client service, managing client relationships, and supporting financial planning execution in collaboration with Lead Advisors.
The ideal candidate will have over 3 years of experience in wealth management or financial planning, strong communication skills, and a Bachelor's degree in Finance or a related field.
#J-18808-LjbffrHybrid Private Wealth Associate | Client-Centric Planning in irvine at Unknown Company
This position is listed as full time and hybrid.