Private Wealth Management Registered Client Service Associate

What you’d do

Support financial advisors and private wealth 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 14, 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)
• Strong interpersonal skills