Private Client Wealth Associate

Fairygodboss; San Antonio (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

Fairygodboss is hiring for a role in San Antonio, Texas, aimed at supporting Advisors' operations. This includes tasks like managing account reviews, supporting client relationships, and ensuring compliance with operational procedures.

Qualified candidates must hold a valid Series 7 license and complete their Series 66 and Life and Health Insurance license requirements within the first 60 days. The role emphasizes risk management and fostering a supportive team culture.

Qualifications

• A valid and active Series 7 license.
• Valid and active Securities Industry Essentials (SIE) exam if registered after October 1, 2018.
• Valid and active Series 66 (63/65) and Life and Health Insurance license within 60 days of employment.

Responsibilities

• Support Advisors' operational requests and manage account reviews.
• Build and maintain client relationships for wealth planning.
• Engage in compliance with operational procedures.

Skills

Client relationship management

Risk Management

Operational compliance

Problem-solving

Job description

Fairygodboss is hiring for a role in San Antonio, Texas, aimed at supporting Advisors' operations. This includes tasks like managing account reviews, supporting client relationships, and ensuring compliance with operational procedures.

Qualified candidates must hold a valid Series 7 license and complete their Series 66 and Life and Health Insurance license requirements within the first 60 days. The role emphasizes risk management and fostering a supportive team culture.