Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.

Our client is a thriving wealth management firm in San Jose. They're known for their amazing growth, first-class service, and innovative use of technology. This firm offers great career growth opportunitie s and supports professional development. Competitive compensation. Awesome team.

Responsibilities :

• Providing excellent service to clients.
• Helping out in client meetings.
• Keeping up-to-date with client documentation.
• Adhering to regulatory rules.
• Processing client transactions accurately and punctually.
• Assisting in web calls and international banking support.

Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.

Requirements :

• 3+ years experience in wealth management (no exceptions).
• A history of job stability.
• Willingness to work on-site in San Jose.
• Excellent communication and problem-solving skills.
• Familiarity with tools like Fidelity, Schwab, Salesforce, and Microsoft Office suite.
• Series 7 and 65 licenses are a plus, but not necessary

Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.