Job description
**Senior Registered Advisor Support Associate**
The Senior Registered Advisor Support Associate acts as the main client service collaborator for senior Financial Advisors, overseeing intricate account management for affluent households. Key responsibilities involve executing trades for securities, ensuring adherence to regulatory standards, and providing guidance to junior team members to uphold exceptional service levels. Applicants should possess at least eight years of experience within an advisory or brokerage setting and must have active FINRA Series 7 and Series 63 or 66 licenses. A thorough understanding of investment operations and brokerage accounts, along with the capacity to independently manage a high volume of client relationships, is essential.
