Wealth Management Client Service Associate – In-Office Boca Raton
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Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
Stonebrook Wealth Partners is seeking an experienced Registered Client Service Associate for its Boca Raton office. This full‑time, in‑person role partners with the Founder to service clients, prepare paperwork, and coordinate account activity.
The ideal candidate holds an active FINRA Series 7 license, with at least three years of wealth‑management client service experience, exceptional communication, and meticulous organization.
Our organisation is growing, and we are hiring a Wealth Management Client Service Associate – In-Office Boca Raton in Boca Raton, FL, United States.
We are currently recruiting a Wealth Management Client Service Associate – In-Office Boca Raton for our team in Boca Raton, FL, United States.
This is a genuine role to take on the Wealth Management Client Service Associate – In-Office Boca Raton role at Stonebrook Wealth Partners.
As a Wealth Management Client Service Associate – In-Office Boca Raton, you will play an important part at Stonebrook Wealth Partners in Boca Raton, FL, United States.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
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