Registered Client Service Associate

What you’d do

Registered Client Service Associate supporting financial advisors and clients in a full-time branch role. Assists with business development and client service using firm policies, procedures, and capabilities. 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)
• High School Diploma/Equivalency
• Strong industry, product, and branch procedures knowledge
• Exceptional writing, interpersonal and client service skills