Description:

Our client is currently seeking a Client Services Advisor to join their team. This is a full-time, permanent position.

Responsibilities Include:

• Support account administration, including scheduling, account setup, online access, transactions, and beneficiary maintenance.
• Build and maintain client and business relationships through occasional meetings.
• Ensure branch growth through collaboration with the branch team and Financial Advisors.
• Ensure meaningful contributions to their future business plan.
• Develop a deep understanding of client needs and concerns, ensuring alignment of goals.
• Work in collaboration with client’s financial and legal team.

Qualifications:

• Series 7 and 66/63 are required.
• FINRA license and NYS insurance is required.
• A high school diploma or equivalent is required.
• A bachelor’s degree is preferred.
• 3-5 years of working in securities is preferred.
• Previous management experience of other associate advisors
• Excellent written and verbal communication skills.

Hours & Benefits:

• M -F 8-5
• Flexible work arrangements
• In-Person
• PTO
• Health, Dental, & Vision
• 401K

For more details on this role please contact jobs@walrathrecruiting.com or call 518-275-4816. Please reference the specific job number you are inquiring about.

The specific salary/pay rate offered to a candidate may be influenced by a variety of factors including but not limited to the candidate’s experience, education, and work location.

This is an immediate opportunity. The interview process will be comprised of a combination of virtual and in-person. If you are qualified for this position, please apply using our secure online form.