Investment Advisory Associate
Investment Advisory Associate
Financial and Investment AnalystsSecurities, Commodities, and Financial Services Sales AgentsPersonal Financial Advisors
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
Apply for this role (opens in a new tab)Evoke Advisors, a division of MAI Capital, is seeking an Advisory Associate to join our client service team in Los Angeles, CA. You will manage onboarding and maintenance of client accounts, coordinate trades, and support advisors with custodial paperwork and information requests. Based in Century City, this in-office role requires five days on-site and a bachelor's degree with at least two years of client service in finance.
Also on the board Same function, level within a rung
Level
Mid
Location
Los Angeles, CA
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
yesterday