A fast-growing SEC registered investment advisory (RIA) firm is seeking an Operations & Client Relationship Associate to join our dynamic team. The successful candidate will support Financial Advisors in servicing client relationships and various operational & planning projects. The main office of the firm is located in Pleasanton, CA. Responsibilities. Serve as a client service contact for existing clients and respond to their inquiries. Prepare...
Full Time Position of Financial Planner - Pleasanton, CA (Immediate Opening). Job Description: A fast growing SEC registered investment advisory firm (RIA) is seeking to add a new experienced financial planner to join our dynamic team. The successful candidate will support the principal of financial advisory firm servicing client relationships and working on various analysis & planning projects while documenting and communicating recommendations ...
