Client Service Associate

2 weeks ago


Franklin, Tennessee, United States Right Executive Search, LLC Full time

Right Executive Search, LLC is seeking a skilled Wealth Management Professional to join our client's growing practice in Franklin, TN. This role involves providing exceptional client service and operational support to high-net-worth clients.

The ideal candidate will have 2-3 years of relevant experience in a wealth management environment, including significant interaction with high-net-worth clients. They should possess licenses such as Series 65 and Series 7, and be familiar with wealth management platforms and systems.

The estimated salary for this position is $60,000 - $80,000 per year, plus bonus and 401k match. The company offers a dynamic and collaborative work environment with opportunities for growth.


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