Licensed Advisory Assistant: Client Services & Track
Job in
Winchester, Frederick County, Virginia, 22603, USA
Listed on 2026-01-03
Listing for:
Bank of Clarke
Full Time
position Listed on 2026-01-03
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A reputable financial institution is seeking a Licensed Advisory Assistant to support Senior Advisors and manage a book of over 2,000 clients. This role entails client service, account maintenance, and operational support, including handling inquiries and coordinating transactions. Ideal candidates will demonstrate strong communication skills, attention to detail, and possess an active FINRA Series 7 license. The position offers a dynamic environment with the potential for growth into a junior advisory role and includes a comprehensive benefits package.
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