Overview
Wealth Management Associate: Client Accounts & Planning Jobs in Boca Raton, USA at Vigilant Capital Management, LLC
Vigilant Capital Management, LLC is seeking a Private Wealth Associate in Boca Raton, FL. The role requires a BA/BS degree in finance or a related field, along with at least one year of relevant experience. Responsibilities include setting up investment accounts, processing client requests, and maintaining client files. Strong communication and multi-tasking skills are essential. The position offers benefits like medical insurance from day one, 401k matching, student loan assistance, and flexible benefits.
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Title: Wealth Management Associate: Client Accounts & Planning
Company: Vigilant Capital Management, LLC
Location: Boca Raton, USA
Category:
