Private Wealth Management Registered Client Service Associate - Bilingual: Spanish/English

What you’d do

Support Financial Advisors and Private Wealth Advisors by handling daily client interactions and building trusted relationships. Assist clients with their everyday needs in a full-time role. Bilingual Spanish/English required. Found on the employer's careers page on Oct 8, 2026. Apply through the link.

You’ll need

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