A boutique wealth management firm in Torrance, California, is seeking an Investment & Operations Associate to manage client interactions and support day-to-day operations. Ideal candidates will have extensive experience in client service within wealth management and hold a FINRA Series 7 or Series 6 license. The position offers potential for career growth, a competitive salary plus bonuses, and opportunities for professional development. This role will mainly be remote with some in-office requirements.
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