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Wealth Client Associate - In-Person, Boca Raton

Job in Boca Raton, Palm Beach County, Florida, 33481, USA
Listing for: Nashville Public Radio
Full Time position
Listed on 2026-06-17
Job specializations:
  • Finance & Banking
    Financial Advisor, Banking & Finance
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below

Stonebrook Wealth Partners is seeking a Registered Client Associate in Boca Raton, Florida. The role involves providing administrative support and ensuring a positive client experience. Ideal candidates will have strong communication skills and 3+ years of experience in financial services.

Responsibilities include managing client communications, operational tasks for Financial Advisors, and assisting with marketing efforts. A Bachelor’s degree is required, along with the willingness to obtain necessary licenses.

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Position Requirements
10+ Years work experience
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