About this role
ASSOCIATE, WEALTH ADVISOR at CCM ADMINISTRATIVE SERVICES LLC. Location: San Francisco, California, United States. Role: supporting clients, preparing plans, managing portfolios Requirements: Bachelor's degree required; Series 65 required (obtain within 120 days if unlicensed); 2+ years financial services experience preferred; strong communication, numerical aptitude, and regulatory compliance awareness. Category: Finance Seniority: Entry Level Tools: Microsoft Office, eMoney, Salesforce, Addepar Certifications: series65, cfa, cfp Commitment: Full Time Workplace: Onsite Languages: English