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Client Service Associate

Stonebrook Wealth Partners

Stonebrook Wealth Partners is seeking an experienced Registered Client Service Associate for its Boca Raton office. This full‑time, in‑person role partners with the Founder to service clients, prepare paperwork, and coordinate account activity. The ideal candidate holds an active FINRA Series 7 license, with at least three years of wealth‑management client service experience, exceptional communication, and meticulous organization. #J-18808-Ljbffr

Vacancy posted 2 days ago
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