At least five years of wealth‐management, financial‐advisory, private‐banking, or comparable client‐service experience • Demonstrated success supporting advisors and affluent or high-net-worth client relationships • Active securities registrations, such as Series 7 and Series 63/65/66, are required; the exact combination will depend on assigned responsibilities • CFP, ChFC, CRPC, FPQP, or another relevant credential preferred • Working knowledge of investments, trading workflows, financial planning, account operations, and client-service best practices • Calm, confident communication and the judgment to handle sensitive or complex client situations • Leadership, mentoring, or team-coordination experience is required • A service-oriented career mindset; this role does not require building a personal book of business • Strong organization, discretion, accountability, and attention to detail. This opportunity is ideal for a credentialed professional who enjoys serving clients, solving complex issues, and helping advisors deliver excellent advice - without needing to build an individual book of business.