Investment Associate
RBC
RBC Wealth Management in the United States is seeking a qualified Registered Client Associate to support Financial Advisors in Great Barrington, MA. You will gather client information, open accounts, facilitate transfers, process advisory agreements, and help grow assets while delivering proactive service and clear communication to clients. Ideal candidates have 3+ years of experience, hold Series 7 and 66 (or 63/65), and possess deep knowledge of stocks, bonds, mutual funds and retirement #J-18808-Ljbffr
Vacancy posted 2 days ago
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