Financial Services Advisor Associate

Company: VirtualVocations
Location: Vista
Posted on: May 24, 2025

Job Description:

A company is looking for an Advisor Success Associate (Hybrid).
Key Responsibilities

Support advisors with client account opening and maintenance processes
Cultivate service-focused relationships with financial advisors
Act as an intermediary between financial advisors and third-party vendors

Required Qualifications

2-3 years of financial services experience
Broad knowledge of financial services and planning concepts
Hospitality mindset and experience
Strong organizational and time management skills
Experience with Orion and/or Salesforce is a plus

Keywords: VirtualVocations, Covina , Financial Services Advisor Associate, Accounting, Auditing , Vista, California

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