Registered Client Service Associate

What you’d do

Assist financial advisors with client service and business development, using firm products and capabilities to support clients. Full time role requiring knowledge of branch procedures and industry products. Found on the employer's careers page on Oct 8, 2026. Apply through the link.

You’ll need

• Active Series 7 (GS)
• Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• High School Diploma/Equivalency
• Strong industry, product, and branch procedures knowledge
• Exceptional writing, interpersonal and client service skills