Senior Registered Client Associate- Jacksonville, Fl

Chartwell Investment Partners

Jacksonville, FL, US
Base salary not specified; + compensation may incl...
Hybrid
Series 7 license required
Sie exam required
5 years financial services experience
This role supports financial advisors by managing high volumes of client interactions including inquiries, quotes, and meeting scheduling

Job Summary

  • This role supports financial advisors by managing high volumes of client interactions including inquiries, quotes, and meeting scheduling.
  • The position requires handling trading of discretionary products, onboarding new clients, and ensuring compliance with firm regulations.
  • Employees benefit from a comprehensive package including medical, dental, vision, life insurance, retirement savings, and paid time off.

Matching Summary

This role supports financial advisors by managing high volumes of client interactions including inquiries, quotes, and meeting scheduling.

Salary

Base salary not specified; Additional compensation may include cash or equity; Benefits include medical, dental, vision, life insurance, disability, retirement, and paid time off

Skills & Requirements

Must-have

  • Series 7 license required
  • SIE exam required
  • 5 years financial services experience
  • High school diploma minimum
  • CRM software proficiency
  • Excel spreadsheet development

Nice-to-have

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

Key Requirements

  • Series 7 certification mandatory
  • SIE certification mandatory
  • Series 63/65/66 as required by state
  • Minimum 5 years industry experience
  • High school diploma or equivalent

Work Rights

Not specified

Tailored Resume

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