Registered Client Service Associate
Lead Advisor
Lead Advisor is a wealth management consulting firm.
This is an onsite role for one of our wealth management clients in the Nashville area.
Job Overview
Our client is seeking a dynamic and detail-oriented Registered Client Service Associate to join their team. This would be for a firm operating in the Nashville area and the individual would be ready to join a high-performing operation.
Responsibilities
- Money Movement
- Trading and Re-Balancing
- Performance Reporting
- Case Reviews
- Case preparation and planning
- Service and relationship management
Qualifications
- Bachelor's Degree Preferred
- Series 7 and 63
- 2+ years of experience in financial services
Benefits:
- Health insurance
License/Certification:
- Series 7 (Required)
Work Location: In person
Vacancy posted 21 hours ago
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