Registered Client Service Associate

What you’d do

Support a high-producing advisor by preparing portfolio materials and financial plans for client meetings, conducting investment research, completing trades, and managing client interactions and follow-ups. Full time. 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
• State securities agent registration (S63 or S66) or ability to obtain within 150 days
• State IAR registration (S65 or S66) or ability to obtain within 150 days