Senior Client Associate - Wealth Management

Seeking a Senior Client Associate to join our team in a highly visible, relationship-driven role, supporting day-to-day client service operations and ensuring a seamless and high-touch client experience.

Requirements

• 3+ years of experience in financial services
• Active Series 7 license
• Series 63, 65, or 66 license
• Ability to work independently with minimal oversight
• Strong organizational skills and attention to detail

Benefits

• Health insurance
• 401(k) with employer match
• Profit sharing
• Paid time off