2 client success associate jobs at 1 company in Waterloo, NY
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Wealth Planning Associate, Client Success (HYBRID OR REMOTE)
Syracuse or Salt Lake City or United States
$50k/yr HybridFull Time
Bachelor's degree or equivalent experience; ability and motivation to obtain Series 7, Series 66, and Life & Health licenses; client relationship and sales skills; strong communication and analytical ability.
1mo
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Wealth Planning Associate, Client Success (HYBRID OR REMOTE)
Salt Lake City or Syracuse or United States
$50k/yr HybridFull Time
Bachelor's degree or equivalent experience; ability and motivation to obtain Series 7, Series 66, and life insurance licenses (company-funded); proven experience building customer relationships; strong communication, sales, and analytical skills.