Associate Wealth Advisor
PT&C Group · Isla Vista, CA
$85k – $90k/yrPosted 21d agoAccounting & Finance
Position summary
Due to continuing growth, our Wealth Management firm in Santa Barbara, CA is looking to add an ambitious and resourceful Associate Wealth Advisor to our team. This individual will work with Wealth Advisors to manage client relationships and actively participate in the advanced planning process to address investing, retirement, estate planning and tax planning. The Associate Wealth Advisor is an integral member of the team responsible for helping to deliver an outstanding client experience. Who …
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