Registered Client Service Associate

Landaas & Company • Full-time • Milwaukee, Wisconsin, United States • from $60k / year • 3w ago

Landaas & Company, LLC is a customer-focused wealth management firm that takes a teams-based approach to serve generations of clients, providing objective, individualized investment advice to help them reach their financial goals. Located in downtown Milwaukee, the firm is a dually registered broker/dealer and registered investor advisor independent of big banks and brokerage houses.

Client service associates provide administrative support to Landaas’ registered advisors and assist in the maintenance of existing client relationships. Responsibilities are varied but include frequent communication with clients, executing client transactions and assisting advisors in client meetings.

Candidate Preferences:Bachelor’s Degree or Higher
5+ Years of Investment or Financial Services Experience
Excellent communication skills
Strong independent decision-making and problem-solving skills
Series 7, 66 or 63 licenses

Starting salaries at $60,000 or more for experienced and well-qualified candidates, as well as full benefits package.

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