Senior Registered Virtual Client Service Associate

Willenborg Wealth Management

Base salary components included; + compensation ma...
Fully remote
Series 7 license required
Sie exam required
Advanced excel proficiency
Willenborg Wealth Management is seeking a Senior Registered Virtual Client Service Associate to provide proactive support to financial advisors and their clients in a fully remote capacity. The ideal candidate will possess strong communication skills, financial industry experience, and the ability to handle multiple tasks effectively in a fast-paced environment

Job Summary

  • The role provides proactive virtual support to financial advisors while managing complex client account maintenance and administrative tasks.
  • Candidates must hold a Series 7 license and SIE certification to ensure compliance with industry regulations.
  • The position offers a comprehensive benefits package including medical, dental, vision, life insurance, and retirement savings options.

Matching Summary

Match Score: 85

Willenborg Wealth Management is seeking a Senior Registered Virtual Client Service Associate to provide proactive support to financial advisors and their clients in a fully remote capacity. The ideal candidate will possess strong communication skills, financial industry experience, and the ability to handle multiple tasks effectively in a fast-paced environment.

Salary

Base salary components included; Additional compensation may include cash or equity; Discretionary bonuses or commissions possible

Skills & Requirements

Must-have

  • Series 7 license required
  • SIE exam required
  • Advanced Excel proficiency
  • Client account maintenance
  • Proactive daily communication

Nice-to-have

  • Branch experience preferred
  • Fast-paced environment adaptability
  • Strong interpersonal communication skills
  • Independent work capability
  • Technology adoption leadership

Key Requirements

  • Associate's degree or equivalent combination
  • Five years licensed financial services experience
  • Series 7 and SIE certifications mandatory
  • Six to ten years general experience
  • State-specific Series 63/65/66 licenses

Work Rights

Not specified

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