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Client Associate: Path to Investment Advisor
Job in
Dudley, Worcester County, Massachusetts, 01571, USA
Listed on 2026-08-30
Listing for:
Nichols College
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Rivertowne Advisors, affiliated with Raymond James Financial Services, seeks a Client Associate to support wealth management operations and client service. You will gain exposure to onboarding, documentation, and money movement while pursuing FINRA licenses.
The role offers a defined career path to Investment Associate with mentorship and licensing support to advance based on performance and licensing completion.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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