Wealth Management Professional

3 weeks ago


Palo Alto, California, United States Thriving Asset Management LLC Full time
Job Requirements

We are seeking a Wealth Management Professional with exceptional organizational skills and attention to detail. The successful candidate will have experience in managing accounts, maintaining relationships with clients, and generating new business opportunities.

Responsibilities include:

  • Maintaining accurate records and files
  • Communicating effectively with clients and stakeholders
  • Developing and implementing strategies to increase revenue

The ideal candidate will have a strong understanding of financial markets and instruments, excellent analytical and problem-solving skills, and the ability to work independently.

We offer a comprehensive compensation package including a base salary of $70,000 - $90,000 per annum, bonus potential, and opportunities for career advancement.

About Us

At Thriving Asset Management LLC, we pride ourselves on our commitment to delivering exceptional investment services and building long-term relationships with our clients.



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