Senior Registered Service Assistant

The Senior Registered Service Assistant (SRSA) is as a dedicated practice partner to a top-producing Financial Advisor managing a high-volume and high-net-worth client base. The SRSA is an experienced, credentialed professional operating as a true extension of the advisor owing the client experience, driving practice efficiency, and executing trades and service with precision across a complex and sophisticated book of business.

The SRSA is the primary operational and relational anchor for the advisor’s practice, managing comp