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Job DescriptionJob Description
Client Services Associate – Wealth Management - Century City, CA
(If you are qualified for the position, we will require you to take an assessment in order to move forward in the hiring process)
Summary:
Join our rapidly expanding and dynamic Registered Investment Advisor (RIA) firm. We are seeking an individual who is passionate about the RIA industry and possesses strong technical skills, including experience in Salesforce. If you have hands-on experience in the financial services sector, exceptional written communication and organizational abilities, and enjoy working in a fast-paced environment, we encourage you to apply.
Responsibilities:
Qualifications:
If you're excited about the RIA industry, possess the technical skills we're looking for, and thrive in a collaborative, fast-paced environment, we'd love to hear from you. Join us in shaping the future of financial services!
**PLEASE APPLY TO BE CONSIDERED**
Company DescriptionRVW Wealth LLC is an established wealth advisory firm with offices in Los Angeles and Memphis, TN. We are comprised of 20 passionate and caring team members who collectively manage $1 billion of client wealth. Affiliated with a CPA firm, we seek to deliver excellent advice, strategic portfolios and white-glove service.Company DescriptionRVW Wealth LLC is an established wealth advisory firm with offices in Los Angeles and Memphis, TN. We are comprised of 20 passionate and caring team members who collectively manage $1 billion of client wealth. Affiliated with a CPA firm, we seek to deliver excellent advice, strategic portfolios and white-glove service.
Full Time
$65k-86k (estimate)
05/21/2024
06/09/2024
rvwwealth.com
Los Angeles, CA