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Licensed Wealth Management Client Service Specialist
Job in
Bryan, Brazos County, Texas, 77808, USA
Listed on 2026-06-05
Listing for:
TalentLink Solutions
Full Time
position Listed on 2026-06-05
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
Talent Link Solutions, a financial services firm in Bryan, TX, is seeking a Licensed Client Service Associate to join their collaborative advisory team. This role involves participating in client meetings, documenting key items, and offering operations support. The successful candidate will have at least 3 years of experience working with financial advisors, possess a Series 6 or Series 7 license, and demonstrate strong communication and organizational skills.
The firm emphasizes continuous learning and values professionalism, providing an opportunity for growth into more client responsibilities over time.
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