Wealth Management Associate

Wealth Management Associate at Right Choice Resources Wealth Management Associate at Right Choice Resources in Calabasas, California Posted in 1 day ago.

Type:

full-time

Job Description:

About the Opportunity A successful and growing private wealth management practice is seeking a Wealth Management Associate to join its team in Calabasas, California. This position offers the opportunity to work directly alongside a highly successful financial advisor while playing an integral role in client service, investment operations, financial planning coordination, and overall practice growth. The ideal candidate is highly organized, detail-oriented, client-focused, and thrives in a fast-paced environment where responsiveness and accuracy are critical. This is an excellent opportunity for someone looking to expand their exposure to wealth management, deepen their industry expertise, and build a long-term career within financial services. Key Responsibilities ? Serve as a primary point of contact for clients and help deliver an exceptional client experience ? Support client meetings through preparation, follow-up, coordination, and ongoing relationship management ? Assist with account maintenance, money movement requests, transfers, and other client service activities ? Coordinate and support trading activities in accordance with licensing and compliance requirements ? Gather and organize information needed for financial planning and wealth management initiatives ? Track and manage prospect-to-client conversion activities and onboarding processes ? Coordinate with internal and external resources to ensure timely completion of client requests and planning activities ? Maintain accurate client records and documentation within CRM and operational systems ? Collaborate closely with advisors and team members to support client retention and business growth Qualifications ? 3+ years of experience supporting financial advisors, wealth managers, financial planners, or investment professionals ? Experience in a client-facing wealth management, advisory, or financial services environment ? Existing SIE, Series 7, or Series 66 licensing is preferred but not required ? Ability and willingness to obtain required securities and insurance licenses within the designated timeframe ? Exceptional client service and relationship management skills ? Strong verbal and written communication skills ? Highly organized with exceptional attention to detail ? Ability to prioritize multiple responsibilities in a fast-paced environment ? Self-motivated with a strong sense of urgency and accountability What Makes This Opportunity Attractive ? Work directly alongside one of the firm's most successful advisors ? Participate in client meetings and gain meaningful exposure to the advisory side of the business ? Gain hands-on experience with trading, investment operations, financial planning coordination, and client relationship management ? Company-sponsored licensing support and professional development ? Hybrid work schedule following the initial onboarding period ? Strong team environment with a proven track record of internal advancement ? Opportunity to join a growing practice with long-term career potential Compensation & Benefits ? Base salary of $65,000 to $90,000 depending on experience and licensing ? Target annual bonus opportunity ? Company-sponsored licensing and exam reimbursement program ? Health, dental, and vision benefits ? 401(k) program ? Paid time off ? Professional development and career growth opportunities