Series 7 Licensed Wealth Associate

Job Summary

A company is looking for a Wealth Management Associate to provide exceptional client service and support in the financial sector.

Key Responsibilities:

• Serve as the primary point of contact for clients, addressing inquiries related to accounts, investment products, and services
• Assist clients with account openings, changes, and transactions, ensuring compliance with regulatory requirements
• Collaborate with the advisory team to ensure client needs are met and concerns are addressed

Qualifications:

• Bachelor's degree in finance, business, or a related field preferred
• Previous experience in customer service, preferably within the financial services industry
• Proficient in Microsoft Office Suite and experience with CRM software
• Basic understanding of investment products and financial markets is a plus
• Series 7 or Series 63 licenses (or willingness to obtain) preferred