USPB - AWM Analyst - Orange County

What you’d do

Analyze client financials and investment goals to create customized strategies and recommendations. Prepare pitch materials, conduct research, and assist with client communication in a full-time role in Irvine, CA. Found on the employer's careers page on Oct 23, 2026. Apply through the link.

You’ll need

• Bachelor's degree with minimum 3.2 GPA
• No more than 2 years post-undergrad work experience
• Aptitude for sales and client relationship management
• Strong multi-tasking and organizational skills
• Excellent communication and presentation skills