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Wealth Management Jr. Client Associate
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P&L Family Wealth
Irvine, CA (In Person)
$75,000 Salary, Full-Time
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Job Description
Wealth Management Jr. Client Associate P&L Family Wealth Irvine, CA Job Details Full-time From $75,000 a year 1 day ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance Retirement plan Qualifications Series 66 Administrative experience Series 7 Bachelor's degree Client services Financial services Full Job Description Job Details The Wealth Management Jr. Client Associate plays a critical role in supporting our financial advisors. You will be responsible for ensuring exceptional client service, managing day-to-day administrative tasks, and maintaining the operational efficiency of our firm. You will have the opportunity to work directly with advisors and be a foundational team member. This is an excellent opportunity for someone looking to build a career in wealth management with a clear growth trajectory. About Our Firm P&L Family Wealth is a new wealth management firm backed by a long-established accounting practice. We offer the opportunity to join early, work closely with leadership, and grow quickly within a firm that combines entrepreneurial momentum with an established foundation and client base. Responsibilities Manage the intake of new prospects and clients Assist financial advisors with scheduling appointments, preparing client materials, and following up on client requests. Serve as the primary point of contact for our clients, addressing inquiries and ensuring a smooth, personalized service experience. Adhere to regulatory requirements and internal policies to safeguard client interests and maintain firm integrity. Assist in maintaining records and documentation in compliance with industry standards. Qualifications Bachelor's degree in Finance, Business, or a related field is preferred. Previous experience in client service or administrative support in financial services. Benefits Health Insurance (Medical, Dental, Vision) 401