Wealth Management Associate: High-Impact Client Service
drum associatesLos Angeles, CA
Wealth Management Associate: High-Impact Client Service
drum associatesLos Angeles, CA
10 days ago
Occupations
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsInvestment Fund ManagersIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout the role
DRUM Associates is seeking a Private Wealth Associate to join our Los Angeles team. You will work directly with Wealth Advisors, supporting high-net-worth and ultra-high-net-worth clients while gaining exposure to wealth planning, portfolio analysis, and client service.
You will participate in client meetings from day one, handle servicing needs, and balance planning with administration. Training is provided, with firm-sponsored study for SIE, Series 7, and Series 63 licenses, shaping a path
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JOB OVERVIEW
Experience level
Junior
Location
Los Angeles, CA
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
10 days ago
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