What are the responsibilities and job description for the Client Service Associate position at Guident Wealth &Partners?
We are seeking a driven, high-performing Registered Client Service Associate to join our expanding wealth management team. This opportunity is ideal for a motivated professional with 2-5 years of financial industry experience who is seeking long-term career growth within a collaborative, client-focused practice.
This role is designed for someone who wants to build a future – not just hold a position. We are committed to developing talent and promoting from within.
Requirements
• Active Series 7 and Series 66 licenses
• 2-5 years of financial services experience
• Strong attention to detail and organizational skills
• Excellent communication and client relationship skills
• Self-motivated, hard-working, and growth-oriented
Key Responsibilities
• Prepare materials for client portfolio review meetings
• Assist in building and updating financial plans
• Support ongoing account servicing and client requests
• Ensure accurate client records and timely follow-up
We offer competitive compensation, an excellent benefits package, and a clear path for professional advancement within a collaborative team.
If you are ready to grow with a dynamic wealth management team we would welcome the opportunity to connect.
Securities and investment advisory services offered through &Partners, LLC, a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA, SIPC.