Registered Client Service Associate

What you’d do

Support a financial advisor with client service: prepare financial plans, research investments, complete trades, schedule and summarize client meetings, and handle new business paperwork and marketing events. Full-time role with general administrative duties. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• Bachelor's degree or equivalent
• 3-5 years relevant experience
• Series 7 or ability to obtain within 150 days
• State securities agent registration (S63 or S66) or ability to obtain within 150 days
• State IAR registration (S65 or S66) or ability to obtain within 150 days