Excelsior Advisor Network · 1 week ago
Registered Client Associate
Bettendorf, IA
Full-time
Onsite
New Grad, Entry LevelExcelsior Advisor Network is dedicated to helping families thrive by transforming modern challenges into victories. The Registered Client Associate will manage client services, provide financial insights, and support sales efforts while ensuring exceptional client communication and satisfaction.
Financial Services
Hiring Manager
Max Rathman
Responsibilities
Managing client services
Providing financial insights
Supporting sales efforts
Maintaining strong communication with clients
Qualification
Required
Exceptional Client Services and Communication skills
Strong Analytical Skills and Finance knowledge
Experience in Sales and ability to support sales efforts
Ability to work on-site in the Quad Cities
Proficiency in financial software and tools
Preferred
Knowledge of the Fidelity platform a plus
Bachelor's degree in Finance, Business, or related field is a plus
FINRA Series 7 and Series 66 licenses preferred
Some remote work can be discussed
Company
Excelsior Advisor Network
At Excelsior Advisor Network, our mission is to support and empower financial advisors by providing the tools, flexibility, and resources they need to grow their practices.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase