Registered Client Relationship Analyst

What you’d do

Support Financial Advisors and their teams by handling client service, executing money movement transactions, and answering non-investment account questions. Full time role building client relationships. Found on the employer's careers page on Oct 16, 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, managed accounts
• Strong interpersonal skills