This list contains only the countries for which job offers have been published in the selected language (e.g., in the French version, only job offers written in French are displayed, and in the English version, only those in English).
Our client is a thriving wealth management firm in San Jose. They're known for their amazing growth, first-class service, and innovative use of technology. This firm offers great career growth opportunities and supports professional development. Competitive compensation. Awesome team.
Job Responsibility:
Providing excellent service to clients
Helping out in client meetings
Keeping up-to-date with client documentation
Adhering to regulatory rules
Processing client transactions accurately and punctually
Assisting in web calls and international banking support
Requirements:
3+ years experience in wealth management (no exceptions)
A history of job stability
Willingness to work on-site in San Jose
Excellent communication and problem-solving skills
Familiarity with tools like Fidelity, Schwab, Salesforce, and Microsoft Office suite
Nice to have:
Series 7 and 65 licenses are a plus, but not necessary
Welcome to CrawlJobs.com – Your Global Job Discovery Platform
At CrawlJobs.com, we simplify finding your next career opportunity by bringing job listings directly to you from all corners of the web. Using cutting-edge AI and web-crawling technologies, we gather and curate job offers from various sources across the globe, ensuring you have access to the most up-to-date job listings in one place.
We use cookies to enhance your experience, analyze traffic, and serve personalized content. By clicking “Accept”, you agree to the use of cookies.