Senior Registered Client Associate

What you’d do

Provide sales, service, and operational support to Profit Formula Financial Advisors including client service by phone and correspondence, preparing for appointments, managing accounts, and researching inquiries. Full-time position. Found on the employer's careers page on Oct 23, 2026. Apply through the link.

You’ll need

• 2+ years Brokerage and Client Services support experience or equivalent
• Experience demonstrated by work, training, military, or education