Registered Client Service Associate

What you’d do

Support a financial advisor with client service: prepare financial plans, research investments, complete trades, schedule and summarize client meetings, and handle new business paperwork and marketing events. Full time in San Jose. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• Bachelor's degree or equivalent
• 3–5 years relevant experience
• Series 7 or ability to obtain within 150 days
• S63 or S66 or ability to obtain within 150 days
• S65 or S66 or ability to obtain within 150 days