Private Wealth Management Senior Registered Client Service Associate

What you’d do

Support Financial Advisors and Private Wealth Advisors by building client relationships and handling day-to-day client needs. Full time role based in Miami Beach. Found on the employer's careers page on Oct 8, 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)
• At least 5 years of industry experience
• Strong performance in current role for prior 2 years