Licensed Client Services Associate - Wealth Management

personal financial advisors

securities commodities and financial services sales agents

social and community service managers

judson group

office administrative services other financial investment activities

McLean, VA

March 20th, 2026

A financial services firm is seeking a Licensed Client Service Associate to provide exceptional service within a dynamic team. The role involves managing client relationships and administrative processes, ensuring a seamless experience. The ideal candidate will have over 3 years in wealth management, hold a Series 65 and/or Series 7/66 certification, and be proficient in office software. This position emphasizes trust, responsiveness, and the delivery of concierge-level service to enhance clients' financial confidence. J-18808-Ljbffr

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