About this role
Registered Client Associate at Dadavidson. Location: Pasadena, California, United States. Role: provide service, review accounts, assist financial plans Requirements: SIE and Series 7 licensing required; Series 66 or 63/65 or ability to obtain; knowledge of securities; 2+ years as a Registered Client Associate; post-secondary education preferred; strong technology and client service skills. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Word, Microsoft Excel, Microsoft Outlook, Thomson ONE, Envestnet, CRM, MoneyGuidePro Certifications: sie, series 7, series 66, series 63, series 65 Commitment: Full Time Workplace: Onsite Languages: English