Registered Client Service Associate

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