Wealth Advisory Client Service Associate | Licensing Path

A wealth management firm based in Greater Boston is seeking a Client Service Associate to join their Wealth Advisory group. This entry-level role offers an opportunity for growth in Wealth Management, where the candidate will work directly with clients on financial and cash flow planning for retirement. Candidates should preferably possess their Series 7/63/66 licenses and have 1-3 years of experience in a similar role.

Strong communication skills and proficiency in Microsoft Office are essential.
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