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Wealth Management Client Associate

All Things HR, LLC

The Simmons Group, a Seattle-based financial advisory practice, seeks a Registered Client Associate who thrives in a collaborative team and delivers exceptional client service. The role emphasizes accuracy, organization, and relationship-building in a full-time on-site capacity. Ideal candidates hold a Bachelor’s or Associate’s degree and possess 2+ years in wealth management, plus SIE, Series 7, and Series 66/63/65 or the ability to obtain them. #J-18808-Ljbffr All Things HR, LLC

Vacancy posted 4 days ago
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