Wealth Management Specialist jobs in San Jose, CA

• Integrity
• Loyalty
• Discretion
• Honesty
• Reliability
• Teamwork
• Excellence – to do your best

• Greet clients and inquire about the client’s needs and assess how to best handle the request
• Daily communication and follow-up with the custodian (i.e., Schwab)
• Data entry and updates to maintain CRM up to date.
• Handle sensitive and confidential information with discretion.
• Assist Advisors with onboarding and client requests
• Assist clients that require extra direction using technology
• Support smooth, accurate, and timely preparation of client meeting reports, working with internal and external operation support.
• Accurately maintain back-office records and activities to comply with applicable regulatory procedures and guidelines.
• Contribute ideas to maximize efficiency on current firm processes, procedures, and protocols.
• Other duties as assigned to facilitate overall firm and office operations.

• College Graduate
• One year of work experience
• Proficient written and verbal communication skills
• Excellent business phone etiquette
• Proficient in Microsoft Office Suite
• Excellent analytical and problem-solving skills
• Strong attention to detail and the ability to work in a collaborative, team-oriented environment and independently
• Exceptional organizational skills and ability to multitask
• Ability to pass a background check before employment. Industry regulations require fingerprinting.
• Dress Code: Business Casual Attire

Corinthian is a team of experienced financial planners serving families to discover a holistic approach that combines trust, expertise, and understanding, which provides the foundation for a long-term relationship. Our clients are like family, and we ensure that they receive objective advice concerning their financial well-being. Corinthian Wealth Management is a fiduciary and must have the best interest of its clients at the top of mind.