Wealth Management Associate

Our client is seeking a highly motivated Wealth Management Associate to join their team. This is a unique opportunity for someone early in their career to gain hands-on experience in private wealth management and build a long-term path within a growing, collaborative, and high-performing firm.ResponsibilitiesSupport senior team members and Partners with core operational tasks, including money movement (wires, journals), account creation, maintenance, and transfers, portfolio performance tracking and reporting, database and CRM management, and ad hoc project coordination and process improvementsServe as a point of contact for clients regarding transactions and account proceduresParticipate in educational sessions and mentorship opportunities with senior professionals to deepen knowledge of financial markets and client serviceQualifications1–2+ years of relevant work or internship experience (wealth management, financial services, or related field preferred)Demonstrated curiosity about financial markets and investment advisory servicesExceptional organizational skills and strong attention to detailClear and confident written and verbal communication skillsCritical thinking abilities and a proactive mindsetComfortable operating in a high-volume, fast-paced environmentRelationship-oriented with strong interpersonal skillsExperience with Salesforce is a plusWillingness to grow with the roleBachelor’s degree requiredSalary$80,000 - $100,000Please submit your resume for a full job description. Only considering local Bay Area candidates.