Licensed HNW Client Advisor Onboarding & Care
$65k - $80kThe Vanguard Group
The Vanguard Group is seeking a High Net Worth Client Case Representative in Farmers Branch, Texas. This role involves building strong client relationships, providing expert support, and simplifying financial processes for Personal Investor clients. Candidates should possess active FINRA Series 7 and 63 licenses, along with 1-3 years of experience in financial services. The position offers a base salary between $65,000 - $80,000 plus a $20,000 licensing bonus, reflecting the company's commitment to client service and professional growth. #J-18808-Ljbffr
Vacancy posted 1 day ago
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