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Financial Client Services Associate; FINRA Licensed

Job in Raleigh, Wake County, North Carolina, 27601, USA
Listing for: Wedbush Securities Inc.
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Financial Sales, Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 41000 - 44000 USD Yearly USD 41000.00 44000.00 YEAR
Job Description & How to Apply Below
Position: Financial Client Services Associate (FINRA Licensed)

Wedbush Securities in Raleigh, NC seeks a Registered Client Service Associate to support Financial Advisors and senior management. You will handle client inquiries, account updates, and meeting logistics, while coordinating travel and documentation to ensure smooth client experiences.

The role requires a Bachelor’s degree, FINRA licenses (7 and 66 or 7 and 63/65), and a minimum of 3 years’ professional experience with a strong customer-service mindset.

The Financial Client Services Associate (FINRA Licensed) position in the Finance, Sales field is open for applications.

This role, Financial Client Services Associate (FINRA Licensed) at Wedbush Securities Inc., could be your next move.

Are you ready to take on the Financial Client Services Associate (FINRA Licensed) role at Wedbush Securities Inc.?

We would love to welcome a new Financial Client Services Associate (FINRA Licensed) to our group in Raleigh, NC, United States.

Position Requirements
10+ Years work experience
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