Senior Registered Client Service Associate-charleston, Sc

Willenborg Wealth Management

Charleston, SC, US
Base salary components included; + compensation ma...
Not specified
Series 7 license required
Series 63 or 65 or 66 license
Sie certification required
Willenborg Wealth Management is seeking a Senior Registered Client Service Associate in Charleston, SC, to support financial advisors by facilitating client development, resolving service issues, and managing projects. The ideal candidate should have experience in the financial services industry, strong relationship-building skills, and relevant certifications

Job Summary

  • The role supports the growth of the financial advisor's practice by facilitating revenue growth and expanding the client base.
  • Candidates must possess specific FINRA licenses including Series 7, SIE, and either Series 63, 65, or 66 depending on state requirements.
  • The position offers a comprehensive benefits package including medical, dental, vision, life insurance, retirement savings, and paid time off.

Matching Summary

Match Score: 85

Willenborg Wealth Management is seeking a Senior Registered Client Service Associate in Charleston, SC, to support financial advisors by facilitating client development, resolving service issues, and managing projects. The ideal candidate should have experience in the financial services industry, strong relationship-building skills, and relevant certifications.

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
  • Series 63 or 65 or 66 license
  • SIE certification required
  • Five years financial services experience
  • Bachelor's degree in Business or Finance

Nice-to-have

  • Strong networking relationship skills
  • Experience with client onboarding processes
  • Ability to coordinate target marketing campaigns
  • Proficiency in practice management tools
  • Collaborative team-oriented work style

Key Requirements

  • Associates degree plus five years experience
  • Bachelor's degree plus one to two years experience
  • FINRA Series 7 license
  • FINRA SIE exam certification
  • State-specific Series 63/65/66 license

Work Rights

Not specified

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