Registered Client Relationship Analyst

What you’d do

Support Financial Advisors and their teams by building client relationships and helping clients with everyday needs. Requires active Series 7 and Series 66 or 63/65 licenses; full time. Found on the employer's careers page on Oct 19, 2026. Apply through the link.

You’ll need

• Active Series 7 (GS)
• Series 66 (AG/RA) or Series 63 and 65
• Two or more years of industry experience preferred
• Knowledge of equities, bonds, options, mutual funds, annuities, insurance, managed accounts
• Strong interpersonal skills