Financial Associate Support

TITLE:

FINANCIAL ASSOCIATE SUPPORT ABOUT THE JOB

We are seeking experienced candidates to apply for a Financial Associate Support position for a wealth management company in Fresno. You will be responsible for meeting with clients to review current financial status and provide strategic advice on financial planning, investments, educating them on products and services to reduce debts and maximize profitability and reach financial goals.

PERKS & BENEFITS

Paid Vacation and Sick time Medical, Dental/Life Insurance 401k available

SKILLS & QUALIFICATIONS

Proficiency with Microsoft Word, Outlook and advanced Excel. Minimum 2-5+ years of experience in a financial role is highly desired BA/BS college degree is a plus. Strong customer service and communication skills

HOW TO APPLY

• Send a Microsoft Word version of your resume to Kristin Sweeney at AppleOne. • Apply at www.appleone.com/apply Equal Opportunity Employer / Disabled / Protected Veterans The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required. We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team. AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.

https:

//e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.