Wealth Advisor Development Program – Client Associate

A leading financial services company in Pittsford, NY seeks an Advisor Development Program Client Associate. This entry-level position supports Financial Advisors in managing client relationships and requires obtaining securities licenses. The role emphasizes skills in client management and effective communication, aiming for a progression to a Financial Advisor position. The company values self-starters and offers comprehensive training to help employees grow their careers in wealth management. #J-18808-Ljbffr