California Licensed Wealth Management Associate
Company: VirtualVocations
Location: Vista
Posted on: May 20, 2025
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Job Description:
A company is looking for a Wealth Management Associate.
Key Responsibilities
Provide financial services and products to clients to secure their
financial well-being
Participate in training programs to enhance skills in client
relationship management and market development
Develop and sustain long-term relationships with clients through
networking and interpersonal skills
Required Qualifications
Must be authorized to work in the United States
A four-year college degree is preferred but not required
Must obtain required state licenses and pass the SIE prior to
onboarding
Willingness to pursue FINRA Series 7 and 66 registrations
Demonstrated motivation, integrity, and a strong work ethic
Keywords: VirtualVocations, Florence-Graham , California Licensed Wealth Management Associate, Executive , Vista, California
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