Sales Associate

2 weeks ago


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

We are seeking a Registered Sales Associate to join our dynamic team. The ideal candidate will possess experience in managing client accounts and conducting outbound communications with both clients and prospects.

Key Responsibilities
  • Responding to client inquiries via phone and email.
  • Completing new account documentation and transfer requests.
  • Establishing Electronic Funds Transfer (EFT) instructions and facilitating money movements.
  • Scheduling appointments for current client account evaluations and prospective client consultations.
About the Company

Thriving Asset Management LLC is a leading firm specializing in portfolio management and investment services. We provide comprehensive financial planning and asset management solutions tailored for high-net-worth individuals.


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