Registered Client Relationship Analyst

What you’d do

Support Financial Advisors and their teams by handling daily client interactions and building trusted relationships. Assist clients with their everyday needs using a client-first approach. Full time. Found on the employer's careers page on Oct 7, 2026. Apply through the link.

You’ll need

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