Senior Registered Client Service Associate- St. Petersburg, Fl

Willenborg Wealth Management

St. Petersburg, FL, US
Base salary not specified; + compensation may incl...
Series 7 license required
Series 63/65/66 state license
Sie exam completion
This role provides high-quality administrative support to Financial Advisors and their clients within a fast-paced environment

Job Summary

  • This role provides high-quality administrative support to Financial Advisors and their clients within a fast-paced environment.
  • The position requires managing client onboarding, trading activities, and maintaining compliance with industry regulations.
  • Employees are eligible for a comprehensive benefits package including medical, dental, vision, life insurance, and retirement savings.

Matching Summary

This role provides high-quality administrative support to Financial Advisors and their clients within a fast-paced environment.

Salary

Base salary not specified; Additional compensation may include cash or equity; Eligible for discretionary bonuses or commissions

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 63/65/66 state license
  • SIE exam completion
  • Five years financial services experience
  • CRM software proficiency
  • Advanced Excel skills

Nice-to-have

  • Strong communication across platforms
  • Ability to manage multiple priorities
  • Experience with alternative investments
  • Mentoring junior team members
  • Proactive problem-solving skills

Key Requirements

  • High School Diploma or equivalent
  • Five years of financial services industry experience
  • Active Series 7 license
  • State registration (Series 63, 65, or 66)
  • SIE certification

Work Rights

Not specified

Tailored Resume

Cover Letter