Client Associate / Registered Client Associate

Emerald Legacy Advisors is looking for a Client Associate or a Registered Client Associate starting January 2 nd 2027. Responsibilities Demonstrate a client-first approach as you schedule appointments, meet compliance standards, research and resolve problems, onboard new accounts, process and maintain records, implement technology changes, and prepare correspondence in a professional and collaborative environment. Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires, and ACHs in a timely manner. Plan office events and maintain marketing materials. Manage office accounts payable. Qualifications Bachelor’s Degree or equivalent job-related experience (business, finance, or accounting sectors preferred) Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire. Life, Variable Life, and Variable Annuity insurance licensed or the willingness to get licensed within 12 months of hire. This is a very analytical as well as client facing role; you must be able to balance organizational skills and attention to detail with strong soft skills like verbal and written communication, people, and client service abilities. Pay type: Salary Paid time off 10 stock market holidays each year M-F hours: 8:30am-4:30pm Allocated number of work from home days per year Health insurance stipend Simple IRA match Professional development assistance: Your career progression matters to us. We offer training, development, and learning resources so you can continue to grow your financial career in a way that matters to you. #J-18808-Ljbffr