Wealth Management Client Associate Licensing Path
Listed on 2026-10-18
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Finance & Banking
Financial Sales, Wealth Management, Financial Services
RBC Wealth Management’s Westport, CT branch is seeking a Client Associate/Registered Client Associate to support financial advisors and clients, onboarding new accounts, processing trades, and maintaining records.
The role requires a Bachelor’s degree or related experience, strong communication, attention to detail, and compliance with standards. Licenses (Series 7/66 or 63/65) or willingness to obtain within 12 months are required, with FINRA registrations a plus.
As a Wealth Management Client Associate | Growth & Licensing Path, you will play an important part at Association Of African American Financial Advisors in Westport, CT, United States.
All applications are reviewed carefully by our team.
The position is based in Westport, CT, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 45.000 - 90.000.
We aim to respond to suitable candidates as soon as possible.
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