Wealth Relationship Associate – Safeact – Rowland Heights

Position Summary:

We are seeking a Wealth Relationship Associate to join our team in Rowland Heights. The Wealth Relationship Associate will be responsible for providing exceptional customer service to our clients, managing client relationships, and providing financial advice and guidance. The ideal candidate will have a strong background in financial services, excellent communication skills, and a commitment to providing the highest level of customer service.

Responsibilities:

• Develop and maintain relationships with clients, providing exceptional customer service

• Provide financial advice and guidance to clients

• Analyze financial data and make recommendations to clients

• Monitor client portfolios and make adjustments as needed

• Prepare and present financial reports to clients

• Research and analyze financial markets and products

• Stay up to date on industry trends and regulations

• Assist with onboarding new clients

• Assist with client inquiries and requests

• Maintain client records and ensure accuracy

• Adhere to all regulatory and compliance requirements

Qualifications:

• Bachelor’s degree in finance, economics, or related field

• 5+ years of experience in financial services

• Knowledge of financial markets and products

• Excellent communication and customer service skills

• Strong analytical and problem-solving skills

• Ability to work independently and as part of a team

• Proficiency in Microsoft Office Suite

• FINRA Series 7 and 63 licenses preferred

Salary:

$67,720 – $94,490 per year