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Job description
A financial services organization is seeking a motivated Registered Investment Services Associate in Palo Alto, CA. This role involves supporting Wealth Advisors, managing client interactions, and progressing towards becoming a Financial Advisor. Candidates should hold active Series 7 and Series 66 licenses and have experience with CRM systems like ClientWorks or Redtail. The position offers a competitive hourly rate and a comprehensive benefits package.
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Worksite address
palo alto, CA, 94306, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.