Wealth Management Client Associate - Tampa, FL

What you’d do

Support Investment Relationship Managers with sales, processing, administrative tasks, and customer service. Duties include scheduling, preparing investment documents, maintaining client files, answering phones, and assisting business development. Full time in Tampa, FL. Found on the employer's careers page on Oct 26, 2026. Apply through the link.

You’ll need

• High school diploma or equivalent
• Five or more years of investment industry experience preferred
• FINRA SIE, Series 7, Series 63 and 65/or 66 registrations
• Life, variable life, health and disability licenses
• Full time schedule