Registered Wealth Management Client Associate - Bilingual Spanish Preferred

Registered Wealth Management Client Associate supporting multiple Financial Advisors by delivering client service, education on banking offerings, accurate client materials, and timely responsiveness. Roles include identifying client needs, deepening client relationships, promoting the bank’s offerings, and supporting day-to-day team activities to maintain operational excellence and risk management. Requires FINRA SIE, Series 7, and Series 66 (63/65 accepted in lieu) with strong client-centric mindset and proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce. Bilingual Spanish is preferred to enhance client experience.