Client-Facing Financial Advisor & Operations Liaison
CMC Recruiting
CMC Recruiting is seeking a motivated individual for the role of Service Financial Advisor in Boca Raton, Florida. This position is crucial for maintaining client relationships and supporting Advisors as they develop financial plans. The candidate will engage with clients, address service issues, and ensure compliance with regulations while demonstrating excellent communication skills. Qualifications include 3-5 years in wealth management and relevant series licenses. This role offers flexibility, team support, and opportunities for growth within the firm. #J-18808-Ljbffr CMC Recruiting
Vacancy posted 1 day ago
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