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Registered Client Service Associate
Job in
Waterbury, New Haven County, Connecticut, 06720, USA
Listed on 2026-02-12
Listing for:
Masis Professional Group
Full Time
position Listed on 2026-02-12
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Overview
The ideal registered candidate will deliver personalized investment solutions to help clients achieve their long-term financial goals.
Responsibilities- Primary point of contact on assigned client relationships designated by Financial Advisor
- Attend client meetings providing financial planning and account maintenance follow up
- Engage in research and investment product solutions for client portfolios according to risk tolerance.
- Partner with Relationship management team to provide best in class client service.
- Prepare and update financial plans for clients to support generational wealth.
- Series 7/63 or 65 FINRA license
- Bachelor's degree in Finance or related field
- 3+ years of industry experience
- Strong understanding of the wealth management business
Position Requirements
10+ Years
work experience
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