California Licensed Wealth Advisor

To support a senior wealth practice, the full-time Associate Wealth Advisor / Client Relationship Associate will manage client relationships, coordinate strategy meetings, and collaborate with external partners in a hybrid onsite/remote environment. Key responsibilities Serve as the primary daily contact for private wealth clients, providing high-touch support Coordinate preparation and execution for client strategy meetings Facilitate administrative onboarding and maintain complex accounts across trusts and holding companies Required qualifications 2 to 5+ years of experience in private wealth management, RIA support, or financial planning Bachelor's degree in Finance, Business, Economics, or a related field Proficiency with CRM systems and financial reporting software Series 7 and/or Series 66 preferred or willingness to obtain Strong knowledge of modern portfolio structures and market dynamics