Wealth Management Associate
Providence Talent Group
Own the day-to-day service experience for a book of clients, handling requests efficiently and proactively Work hand-in-hand with senior team members on client deliverables, communications, and relationship management Manage account-related workflows including new account setup, transfers, and ongoing maintenance Prepare materials and coordinate logistics for client interactions Identify opportunities to add value and flag issues before they become problems What You Bring 3+ years in financial services Series 7 & 66 preferred A client-first mindset and natural relationship instincts High attention to detail and strong organizational habits Comfortable working independently and as part of a collaborative team #J-18808-Ljbffr Providence Talent Group
Vacancy posted 2 days ago
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