Industry not specified

Senior Registered Client Service Associate (San Francisco, CA)

at Raymond James

Mid LevelNo visa sponsorshipOther

Posted 9 hours ago

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Compensation

Not specified

Currency: Not specified

City

San Francisco

Country

United States

**Senior Registered Client Service Associate** sought for San Francisco, CA. Spearhead client relationships, executing tailored investment strategies, and managing $500M+ portfolios. Proven experience in high-net-worth client service, necessitating CERTIFIED FINANCIAL PLANNER™ (CFP®) or similar certification. Proficiency in investment analysis, financial planning software (e.g., iRebal, Envestnet), and office suites (Microsoft Office, Salesforce). Phone and in-person communication skills essential. Industry expertise and strong regulatory understanding required.