Private Wealth Management Senior Registered Client Service Associate

What you’d do

Support Financial Advisors and Private Wealth Advisor teams by building client relationships and handling clients' everyday service needs. Full time role requiring active securities registrations and at least five years of industry experience. Found on the employer's careers page on Oct 7, 2026. Apply through the link.

You’ll need

• High School Diploma/Equivalency
• Active Series 7 (GS)
• Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• At least 5 years of industry experience
• Strong performance in current role for prior 2 years