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Financial Advisor Financial Services

Wealth Management Client Services Associate

Job in Fairfax, Fairfax County, Virginia, 22032, USA
Listing for: Raymond James Financial, Inc.
Full Time position
Listed on 2026-06-12
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm is seeking a professional for wealth management support. Responsibilities include servicing client inquiries, processing account requests, and maintaining accurate CRM records. Ideal candidates have a bachelor’s degree and a minimum of 3 years of experience in wealth management, possess necessary financial licenses like Series 7 and 63, and have a strong client-first mindset. Excellent communication and analytical skills are essential.
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Position Requirements
10+ Years work experience
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