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The Association of Technology, Management and Applied Engineering

Wealth Management ADP: Client Associate

The Association of Technology, Management and Applied Engineering, Bluffton, South Carolina, United States, 29910

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A leading financial services firm is seeking a Wealth Management Client Associate to provide client service support and aid Financial Advisors. This entry-level role requires obtaining Securities Industry licenses while engaging in client relationship management and operational excellence. The position supports the Advisor Development Program aiming for progression to a Financial Advisor role. Ideal candidates will exhibit strong communication skills and a proactive mindset in building client relationships, contributing towards achieving financial goals. #J-18808-Ljbffr