Senior Wealth Advisory Client Associate

A leading financial services firm is looking for a Client Associate in Boca Raton, Florida. In this role, you will support Financial Advisors by managing client onboarding and providing tailored wealth management solutions. Your responsibilities include making investment recommendations, executing trades, and ensuring compliance with regulations. Ideal candidates should possess a bachelor's degree, allow for licenses attainment, and demonstrate strong communication and problem-solving skills.

This position offers a dynamic work environment with opportunities for career growth and development.
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