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, with general administrative duties like phones, expense reports and client files. 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/S66 or ability to obtain within 150 days
• S65/S66 IAR registration or ability to obtain within 150 days