Wealth Management Client Service Associate – In-Office Boca Raton
-
Finance & Banking
-
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.
We are looking to fill the Wealth Management Client Service Associate – In-Office Boca Raton position at Stonebrook Wealth Partners in Boca Raton, FL, United States.
We have an opening for a Wealth Management Client Service Associate – In-Office Boca Raton in Boca Raton, FL, United States within Finance, Sales.
This role, Wealth Management Client Service Associate – In-Office Boca Raton at Stonebrook Wealth Partners, could be your next move.
Are you ready to take on the Wealth Management Client Service Associate – In-Office Boca Raton role at Stonebrook Wealth Partners?
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).
View / Apply for Jobs
Matching My Jurisdiction