Client Transfer Specialist – FINRA Licensed

A leading investment management firm is seeking a Client Transfer Specialist to build meaningful relationships with Personal Investor clients. In this role, you will simplify complex financial processes and serve as a trusted advisor through critical client moments. The ideal candidate will have active FINRA Series 7 and 63 licenses, along with 1-3 years in financial services. This position offers a base salary range of $65,000 – $80,000 and operates on a hybrid model, emphasizing flexibility and collaboration. #J-18808-Ljbffr