Brokerage Registered Client Service Associate - Winter Park, FL

Provide end-to-end servicing support for Financial Advisors, including preparing financial plans, conducting investment research, executing client trades, and processing orders and corporate actions. Coordinate client appointments and records, manage the advisor’s calendar, and handle operational requests such as new account documentation and authentication callbacks for high-risk transactions. Proactively contact potential investment clients using leads to support sales opportunities and ensure consistent client experience.