Crest Capital Advisors, part of the Hightower community, is seeking a Private Wealth Associate in San Diego to support client accounts and money movement with white-glove service. You will collaborate with the Managing Director and team to maintain files, prepare statements, and handle account onboarding.
Ideal candidates have 3+ years in financial services, strong communication, and a BA/BS in business or finance, plus Series 7/66 or 63/65 licensing.
#J-18808-LjbffrPrivate Wealth Associate - High-Touch Client Service in san diego at Unknown Company
This position is listed as full time and onsite.