Registered Client Relationship Analyst

What you’d do

Provide daily support and exceptional service to clients and Financial Advisors or Private Wealth Advisors. Build trusted client relationships through regular interactions and assist clients with their everyday needs in a full-time role. Found on the employer's careers page on Oct 21, 2026. Apply through the link.

You’ll need

• High School Diploma or Equivalency
• College degree preferred
• Active Series 7 (GS) license
• Active Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) licenses
• Two or more years of industry experience preferred