Wealth Planning Associate & Client Services

A growing wealth planning firm in Cypress, California, seeks an Associate/Service Wealth Advisor. This role focuses on client relationship management, supporting the Lead Advisor, and requires strong understanding of the financial services industry. Ideal candidates will have at least 3 years of relevant experience and a Bachelor's degree in finance or related field. Attractive compensation, including quarterly bonuses and a 401(k) plan, is offered.#J-18808-Ljbffr