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Steel Peak Wealth Management Info Session

UCLA Career Center
Event organized by UCLA Career Center

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LOCATION: UCLA Career Center, 3rd floor, Conference Room A
RSVP on Bruinview: http://career.ucla.edu/bv

Steel Peak is an independent financial planning and investment advisory firm that seeks to empower private clients with the direction to build their wealth for every life stage, by turning complexity into clarity using a disciplined process. We recognize that the ability and experience of quality advisors is critical to our success as a firm. With that said, we provide advisors with world-class support and resources that will enable them to succeed for their clients and themselves. We are a growing company and strive to continue this progression by adding talented advisors to our team.

Our firm will be hiring a select group of talented individuals to be a part of our Financial Planning Program this summer and join our Steel Peak Wealth Management team. The program will include the following: knowledge of the wealth management industry, practical experience in trading support and client service, and the opportunity to shadow seasoned advisors in their day to day activities. At the end of the program, we anticipate you will have exposure to the following areas: wealth management process, product knowledge, financial service software applications, and more. Join us for an informational session on Tuesday, March 6th, 2018 to learn more about the opportunities available with our firm. For more information, please visit our corporate website, www.steelpeakwealth.com