Investment Operations & Client Advisory Specialist
CMT Wealth Management
CMT Wealth Management is seeking an Investment and Financial Planning Associate/Associate Wealth Management Advisor (AWMA) to support a lead wealth advisor in prospecting, materials preparation, and servicing advisory accounts, including annual reviews. The role emphasizes client service, account processing, and compliance, requiring 2+ years in the securities industry, SIE, and a series 6/63 (series 7 preferred), along with strong analytical and communication skills. Office three days a week. #J-18808-Ljbffr CMT Wealth Management
Vacancy posted 2 days ago
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