| Location | Danville, CA |
A financial consulting firm located in Danville, California, is seeking a motivated Associate with 1–3 years of experience in financial services to support their planning and operations team. The role involves managing operational tasks, preparing investment proposals, and maintaining client service records. Candidates with a Bachelor's degree, strong analytical skills, and a willingness to obtain Series 65 within 6 months are encouraged to apply. This position requires a detail-oriented self-starter ready for a fast-paced environment.#J-18808-Ljbffr