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Wealth Manager Sales Associate

Pierson Wealth Management
Santa Clarita, California
$60,000 to $250,000
Closing date
Feb 20, 2023

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Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification

The Sales Associate will play a critical role interacting with established and new client relationships. The right candidate will shadow our wealth manager and ultimately begin cultivating new business relationships. Ongoing training and the ability to field calls and determine appropriate candidates is critical to this role. Ultimately, this candidate will be knowledgable of all wealth manager's philosophies, products, strategies, and client management.

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