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Registered Client Service Associate
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Full-time
- Registered Client Service Associate Location: Raleigh, Charlotte, or Asheville, NC: Relocation assistance provided "Client service ninja: stealthy, swift, and always ready to save the day!"
- We are on the lookout for a dynamic Registered Client Associate/Licensed Wealth Management Associate boasting a minimum of 3 years of experience within the financial services realm.
- The ideal candidate will possess active FINRA Series 7 & 65 licenses along with a robust skill set, fueled by passion and determination, to cater to diverse client needs.
- Proficiency in managing high-net worth relationships is crucial, alongside the ability to engage with clients at all levels with confidence and professionalism.
- Warmth, patience, and courtesy are paramount in direct client interactions.
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