Registered Private Client Associate - Washington DC

Registered Private Client Associate will assist in administering, marketing, and growing client relationships, working closely with Financial Advisors to enhance and grow their business. The role will help develop and maintain client relationships by organizing and implementing productivity-based campaigns.

Requirements

• High School diploma
• Prior office experience preferred but not required
• Series 7, 63 and 65, or 66
• Excellent customer service skills
• Proficient skills in Word, Excel, PowerPoint, and Outlook
• Able to work effectively in a fast paced, deadline-oriented environment
• Strong attention to detail
• Able to work effectively as part of a team
• High ethical standards

Benefits

• Paid Parental Leave
• Generous Paid Time Off
• Eligibility for a $2,000 referral bonus
• Employee Ownership
• Professional Development Assistance Plan
• Health, dental, medical coverage
• Disability income protection
• Life insurance
• PTO/vacation
• Holidays
• 401(k)