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Brokerage Client Services Associate Financial Advisors

Job in Boca Raton, Palm Beach County, Florida, 33481, USA
Listing for: United Cerebral Palsy of Georgia
Full Time position
Listed on 2026-06-02
Job specializations:
  • Finance & Banking
    Regulatory Compliance Specialist, Banking & Finance, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Brokerage Client Services Associate for Financial Advisors

United Cerebral Palsy of Georgia seeks an in-office position in Boca Raton, FL, to support Financial Advisors through client servicing and administrative functions. The successful candidate will prepare financial plans, handle operational tasks, and coordinate marketing events.

Required qualifications include a Bachelor's degree, experience in the securities industry, and strong communication skills. Benefits include medical, dental, 401(k), and up to 20 days of paid time off yearly.

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Position Requirements
10+ Years work experience
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