Registered Client Service Associate (Series 7 Required)

We are a growing and evolving boutique financial planning and wealth management firm dedicated to providing exceptional client service and personalized financial guidance. We are seeking a Registered Client Service Associate who is adaptable, detail-oriented, and eager to contribute to a collaborative team environment. Position Overview This role combines portfolio trading, client service, and operational support. The ideal candidate is organized, proactive, and comfortable managing multiple priorities in a fast-paced environment. They enjoy working as part of a team while also taking ownership of responsibilities independently. Responsibilities Execute portfolio trades accurately and efficiently and perform routine portfolio rebalancing. Support account maintenance, transfers, distributions, and other client service requests, including client onboarding and paperwork. Assist advisors with meeting preparation, reporting, and follow-up activities. Coordinate with clients, custodians, and other business partners. Maintain accurate records of communication and files, while ensuring adherence to firm procedures and regulatory requirements, including archiving files as needed. Support daily operational functions and assist with ongoing process improvements. Cross-train on all administrative duties to assist as back-up for other team members as needed. Qualifications Required Active FINRA Series 7 and Series 66 licenses, or Series 7, 63, and 65 licenses. Experience in wealth management, brokerage, or financial services. Strong attention to detail and organizational skills. Ability to manage multiple tasks and priorities effectively. Exceptional written and verbal communication skills, including the ability to prepare polished, accurate, and professional client correspondence. Proficiency with Microsoft Office applications. Desired Attributes Team player with a positive attitude. Self-motivated and capable of working independently and collaboratively. Adaptable and comfortable navigating change. Strong problem-solving skills and a willingness to learn. Dependable, professional, and committed to delivering an exceptional client experience. Comfortable working with financial data, calculations, and account-related information. What We Offer Opportunity to join a growing and evolving firm. Collaborative, team-oriented culture. Competitive compensation and benefits. Professional growth and development opportunities. Interested candidates should submit a resume and cover letter outlining their qualifications and interest in the position. #J-18808-Ljbffr Financial Advisory Partners