The Association of Technology, Management and Applied Engineering
Advisor Development Program: Client Associate
The Association of Technology, Management and Applied Engineering, Pittsford, New York, United States
A wealth management firm in New York is seeking a Client Associate for their Advisor Development Program. This entry-level role focuses on supporting Financial Advisors while ensuring excellent client service. Candidates should have strong interpersonal and communication skills and a business-oriented mindset. You'll receive training to obtain necessary securities licenses and the position offers a clear path to becoming a Financial Advisor. Comprehensive benefits include paid time off and ongoing educational resources.
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