Our client needs a Client Associate and a Sr. Client Associate. This is an opportunity to work for a reputable RIA down in the peninsula. We are looking for a polished candidate capable of sophisticated client services through complex estate trust and financial planning. The Client Associate is 60-75k and the Sr. Client Associate is 75-100k depending on experience. There is growth potential for both roles.
Requirements (include, but are not limited to):
BA in Finance or related field
Previous RIA experience preferred
Strong collaborative skills
Candidates in the south bay or peninsula preferred
Client will not look at candidates with a commute longer than 1 hour
For Client Associate: will look at stellar new-grade
For Sr. Client Associate: 1-4 years of experience
Please submit your resume for additional details and full job description.