FINANCIAL PLANNING/INVESTMENT ASSOCIATE

Premier wealth management firm in San Jose serving financial planning clients is seeking a financial planning/investment operations professional.

The Financial Planning Associate is a member of the Financial Planning/Investment Operations department. The candidate supports financial advisors in creating plans, investment proposals, and executes on operational duties.

The role requires skills to generate plans, asset allocation portfolios, and operational duties such as opening new investment accounts and tracking assets and money movement. Candidate must exhibit strong communication (both written & and oral) as well as high attention to detail.

Qualifications:

• Minimum Series 6/63
• CA Life/Health preferred
• Bachelor’s degree preferred

Starting Salary Range: $70,000-$80,000/yr.

Job Type: Full-time

Pay: $70,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Work Location: In person