Private Wealth Management Wealth Management Associate

What you’d do

Support a financial advisor team as a senior member of the client service team, managing client relationships, preparing for meetings, tracking follow-ups, and assigning daily work. Full time. Found on the employer's careers page on Oct 8, 2026. Apply through the link.

You’ll need

• 5+ years of relevant work experience
• Active Series 7 (GS)
• Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Knowledge of equities, bonds, options, mutual funds, annuities, insurance, and managed accounts