Private Wealth Management Registered Client Relationship Analyst

What you’d do

Support Financial Advisors and Private Wealth Advisor teams by handling daily client interactions and building trusted relationships. Assist clients with their everyday needs in a full-time role. Found on the employer's careers page on Oct 6, 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