Support financial planning efforts by partnering with investment professionals. Gather and analyze client financial data, prepare planning materials, and coordinate with external professionals to deliver comprehensive financial solutions. This is an internal support role focused on planning and analysis rather than business development.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.