Emerald Legacy Advisors

Emerald Legacy Advisors is looking for a Client Associate or a Registered Client Associate starting January 2nd 2027.

Responsibilities

• Demonstrate a client-first approach as you schedule appointments, meet compliance standards, research and resolve problems, onboard new accounts, process and maintain records, implement technology changes, and prepare correspondence in a professional and collaborative environment.
• Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires, and ACHs in a timely manner.
• Plan office events and maintain marketing materials.
• Manage office accounts payable.

 

Qualifications

• Bachelor’s Degree or equivalent job-related experience (business, finance, or accounting sectors preferred)
• Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire.
• Life, Variable Life, and Variable Annuity insurance licensed or the willingness to get licensed within 12 months of hire.
• This is a very analytical as well as client facing role; you must be able to balance organizational skills and attention to detail with strong soft skills like verbal and written communication, people, and client service abilities.

Benefits

• Pay type: Salary
• Paid time off
• 10 stock market holidays each year
• M-F hours: 8:30am-4:30pm
• Allocated number of work from home days per year
• Health insurance stipend
• Paid Parental Leave
• Simple IRA match
• Professional development assistance: Your career progression matters to us. We offer training, development, and learning resources so you can continue to grow your financial career in a way that matters to you.