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High Net Worth Service Associate, Area
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- We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater San Antonio area!
- As a High Net Worth Representative, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs.
- Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
- Series 63 preferred (paid training & support provided)
- We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
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