Private Wealth Management Registered Client Service Associate

What you’d do

Support financial advisors and private wealth teams by handling client money movement transactions, answering non-investment account questions, and preparing account documentation. Full time role building client relationships. Found on the employer's careers page on Oct 8, 2026. Apply through the link.

You’ll need

• Active Series 7 (GS)
• Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Two or more years of industry experience preferred
• Knowledge of equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Strong interpersonal skills