Registered Client Service Associate | Dallas, TX

A forward-thinking, technology-driven Registered Investment Advisor and Financial Planning firm seeks a Registered Client Service Associate to support senior advisors in servicing clients, preparing financial plans, and coordinating client interactions.

Requirements

• Bachelor’s degree and/or equivalent experience required
• 3+ years of relevant industry experience
• Prior experience working with High Net Worth (HNW) clientele
• Active IAR registration and Series 65 license required
• Certified Financial Planner (CFP) designation preferred or willingness to obtain
• Proven experience in client service or advisory environment
• Excellent organizational and time management abilities
• Capable of managing multiple priorities and meeting deadlines
• Effective communicator across all levels of the organization
• Team-oriented and process-driven approach
• Proficient in Microsoft Office Suite and other relevant software systems
• Previous experience with platforms such as Fidelity, Black Diamond, eMoney, Nitrogen (formerly Riskalyze), and Wealthbox is preferred