Associate Advisor – Wealth Management Team
Associate Advisor – Wealth Management Team Join a team that’s as passionate about people as it is about portfolios.Reporting To Senior Wealth AdvisorAbout Us We’re trusted advisors to affluent families, helping them navigate all aspects of wealth management and family office services — for both their personal and business lives. Our clients count on us for guidance, clarity, and we take that responsibility seriously (without taking ourselves too seriously).Where You’ll Work • Surrey Office:
Sana Family Office - Assante Wealth Management