Wealth Advisory Client Service Associate | Licensing Path

SDL Search Partners; Newton (MA); On-site; USD 50,000 - 70,000; Full time

Job summary

A wealth management firm based in Greater Boston is seeking a Client Service Associate to join their Wealth Advisory group. This entry-level role offers an opportunity for growth in Wealth Management, where the candidate will work directly with clients on financial and cash flow planning for retirement. Candidates should preferably possess their Series 7/63/66 licenses and have 1-3 years of experience in a similar role. Strong communication skills and proficiency in Microsoft Office are essential.

Qualifications

• Series 7 / 63 / 66, SIE highly preferred.
• 1-3 years of experience in Wealth Management or comparable role.
• Proficient in Microsoft Word, Excel, and PowerPoint.

Responsibilities

• Work directly with clients on financial planning.
• Assist clients with account maintenance and creation.
• Manage and validate account transfers.

Skills

Communication skills

Account management

Financial Planning

Entrepreneurial mindset

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

A wealth management firm based in Greater Boston is seeking a Client Service Associate to join their Wealth Advisory group. This entry-level role offers an opportunity for growth in Wealth Management, where the candidate will work directly with clients on financial and cash flow planning for retirement. Candidates should preferably possess their Series 7/63/66 licenses and have 1-3 years of experience in a similar role. Strong communication skills and proficiency in Microsoft Office are essential.