Registered Client Service Associate

What you’d do

Support Financial Advisors and their teams by handling day-to-day client needs and building relationships through regular client interaction. Full time role in San Francisco. Found on the employer's careers page on Oct 14, 2026. Apply through the link.

You’ll need

• High School Diploma/Equivalency
• Active Series 7 (GS)
• Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• College degree preferred
• Two or more years of industry experience preferred