Brokerage Registered Client Service Associate - Ponte Vedra, FL

Support Financial Advisors with day-to-day client servicing at a Ponte Vedra office, including preparing financial plans, conducting investment research, and executing client trades. Manage client appointment scheduling, maintain client records, and handle operational tasks like orders, corporate actions, and new account paperwork. Proactively identify sales opportunities using internal and bank leads, provide guidance on systems and documentation, and help mitigate risk through required authentication and callbacks.