Licensed Securities Specialist
Listed on 2026-02-16
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Finance & Banking
Financial Advisor
Overview
Are you a detail-oriented, customer-focused professional looking to support a growing financial advisory practice? A Financial Advisor affiliated with Foster Klima is seeking a licensed securities specialist to manage client service and operational tasks for their personal practice, as well as oversee investment operations. This role offers the opportunity to work closely with the advisor in delivering exceptional client experiences and ensuring smooth day-to-day operations.
You will have the opportunity to work on a hybrid schedule.
- Manage client service and operational tasks for the Financial Advisor's personal practice.
- Oversee investment operations.
- Collaborate with the advisor to deliver exceptional client experiences and ensure smooth day-to-day operations.
This position requires industry experience, above and beyond customer service, and exceptional organizational skills.
CompensationCompensation: $60,000 - $90,000
ScheduleYou will have the opportunity to work on a hybrid schedule.
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