Wealth Management Client Service Associate; Licensed
Listed on 2026-11-02
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Finance & Banking
Wealth Management
Cary Street Partners LLC in Tampa, FL is seeking a Client Service Associate – Registered to support the Wealth Management Group.
You will open and maintain client accounts, reconcile custodial data, interact with clients, advisors, and custodians, and help prepare proposals and client deliverables. Requires SIE and Series 7, and a bachelor’s or associate degree. Travel may be required.
For the Wealth Management Client Service Associate (Licensed) position at Cary Street Partners LLC, we are reviewing applications now.
We have an opening for a Wealth Management Client Service Associate (Licensed) in Tampa, FL, United States within Finance, Management & Operations, Sales.
This role, Wealth Management Client Service Associate (Licensed) at Cary Street Partners LLC, could be your next career step.
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