Wealth Client Service Associate — Series 7 Licensed
Financial Advisory Partners
Financial Advisory Partners in Bellevue, WA seeks a Registered Client Service Associate to join a collaborative wealth management team. The role blends portfolio trading, client service, and operational support in a fast-paced environment. The ideal candidate handles onboarding, reporting, and meeting preparation, while maintaining meticulous records and effectively coordinating with clients and custodians. FINRA licenses are required. #J-18808-Ljbffr Financial Advisory Partners
Vacancy posted 4 days ago
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