Wealth Management Advisor

Roklyn Consulting

Full Time

Location: San Jose CA (In-Office/Hybrid)Weareahigh-touchboutiquewealthmanagementfirminSanJoseCAlookingforamotivatedWealthManagementAdvisor.Youwillbeavitalpartofatight-knitteamworkingdirectlywithclientsandtakingownershipoftheplanningprocess.Thisroleisdesignedforanadvisorwholovesthecraf

Location: San Jose CA (In-Office/Hybrid)Weareahigh-touchboutiquewealthmanagementfirminSanJoseCAlookingforamotivatedWealthManagementAdvisor.Youwillbeavitalpartofatight-knitteamworkingdirectlywithclientsandtakingownershipoftheplanningprocess.Thisroleisdesignedforanadvisorwholovesthecraf

Employer Active
posted 5 days ago
Full Time
location San Jose - USA
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Client Service Associate

Roklyn Consulting

Full Time

We are seeking a highly motivated and skilled Client Service Associate to serve as the right-hand partner to our executive managing the day-to-day operations and strategic initiatives for a Wealth Management Firm in Bakersfield CA.**On-site positionThis role is a blend of client servi

We are seeking a highly motivated and skilled Client Service Associate to serve as the right-hand partner to our executive managing the day-to-day operations and strategic initiatives for a Wealth Management Firm in Bakersfield CA.**On-site positionThis role is a blend of client servi

Employer Active
posted 30+ days ago
Full Time
location Bakersfield - USA
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