Registered Client Relationship Analyst

What you’d do

Provide daily support to Financial Advisors and Private Wealth Advisors by assisting clients with their needs and building trusted relationships. This is a full-time role focused on client service and relationship management. Found on the employer's careers page on Oct 23, 2026. Apply through the link.

You’ll need

• High School Diploma or Equivalency
• College degree preferred
• Active Series 7 license
• Active Series 66 or Series 63 and Series 65 license
• 2+ years of industry experience preferred