Registered Client Relationship Analyst

What you’d do

Provide daily service and support to clients and Financial Advisor teams, building trusted relationships through regular client interactions. Full time role assisting clients with their everyday financial needs. 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, managed accounts
• Strong interpersonal skills