Client Associate Intern

Location
Los Gatos, California
Salary
Hourly rate
Posted
Nov 06, 2023
Closes
Dec 06, 2023
Employment Type
Part Time
Level
Internship
Experience Level
None
CFP® Certification
Not necessary

The Client Associate Intern is an integral member of the Wealth Advisory team and works in a client-focused, team-centered environment under the direction of the Senior Director of Wealth Management. The ideal candidate will work directly with the Wealth Advisors and Client Associate to support them in delivering an exceptional client experience by building relationships and engaging with clients. This individual thrives in a fast-paced environment, has exceptional interpersonal skills, is highly motivated and willing to learn, a thoughtful listener, and driven to grow professionally and personally.