Wealth Management Client Associate - Laguna Niguel, CA

What you’d do

Supports Financial Advisors with administrative and operational tasks like scheduling appointments, preparing investment proposals, maintaining client files, and answering phones. Also assists with business development, including meeting prospects and coordinating marketing seminars. Full time. Found on the employer's careers page on Oct 20, 2026. Apply through the link.

You’ll need

• High school diploma or equivalent
• 2–4 years investment industry experience preferred
• FINRA SIE, Series 6 or 7, and 63 registrations for incentives
• Life, variable life, health and disability insurance licenses for incentives