Client Service Associate

We are seeking a driven, high-performing Registered Client Service Associate to join our expanding wealth management team. This opportunity is ideal for a motivated professional with 2-5 years of financial industry experience who is seeking long-term career growth within a collaborative, client-focused practice. This role is designed for someone who wants to build a future – not just hold a position. We are committed to developing talent and promoting from within.Requirements• Active Series 7 and Series 66 licenses • 2-5 years of financial services experience • Strong attention to detail and organizational skills • Excellent communication and client relationship skills • Self-motivated, hard-working, and growth-orientedKey Responsibilities• Prepare materials for client portfolio review meetings • Assist in building and updating financial plans • Support ongoing account servicing and client requests • Ensure accurate client records and timely follow-upWe offer competitive compensation, an excellent benefits package, and a clear path for professional advancement within a collaborative team. If you are ready to grow with a dynamic wealth management team we would welcome the opportunity to connect.Securities and investment advisory services offered through &Partners, LLC, a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA, SIPC.