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Registered Client Service Associate

Lead Advisor
Nashville, TN Full Time
POSTED ON 6/7/2026
AVAILABLE BEFORE 7/5/2026

Lead Advisor is a wealth management consulting firm.


This is an onsite role for one of our wealth management clients in the Nashville area.


Job Overview

Our client is seeking a dynamic and detail-oriented Registered Client Service Associate to join their team. This would be for a firm operating in the Nashville area and the individual would be ready to join a high-performing operation.


Responsibilities

  • Money Movement
  • Trading and Re-Balancing
  • Performance Reporting
  • Case Reviews
  • Case preparation and planning
  • Service and relationship management


Qualifications

  • Bachelor's Degree Preferred
  • Series 7 and 63
  • 2 years of experience in financial services


Benefits:


  • Health insurance


License/Certification:


  • Series 7 (Required)


Work Location: In person

Salary : $70,000 - $80,000

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