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Financial Consultant Accounting & Finance

Wealth Management Client Services Specialist

Job in Palm Harbor, Pinellas County, Florida, 34683, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Registered Client Service Associate to modernize client experiences through exceptional care and support. Responsibilities include cultivating client relationships, processing requests, and preparing financial materials. The ideal candidate must hold active Series 7 and 66 licenses, possess excellent organizational and interpersonal skills, and be able to thrive in a fast-paced environment.

This role offers opportunities for professional growth and a diverse work culture supported by comprehensive employee benefits.
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