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
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