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Wealth Management Client Associate — Client Services Pro

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: Retirement Resource Center, LLC.
Full Time position
Listed on 2026-03-05
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm in Atlanta, Georgia is seeking a motivated Client Service Support professional to assist Financial Advisors. Candidates should hold FINRA SIE, Series 7, and Series 66 certifications and possess a strong understanding of investment products. Responsibilities include providing excellent client service, managing client relationships, and ensuring compliance with bank policies.

This role offers a dynamic environment with opportunities for professional growth and requires a high school diploma.
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Position Requirements
10+ Years work experience
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