Wealth Planner & Client Relationships Specialist
$100k - $120kRadium Search
A wealth management firm in Jupiter, Florida is seeking a passionate Service Advisor to build long-term relationships with clients and provide strategic financial advice. This role requires a Bachelor's Degree in Finance or related field and active financial certifications. You will manage client portfolios and provide comprehensive financial planning services. Offering a base salary of $100,000 to $120,000, the position also includes benefits such as insurance, flexible spending accounts, and career development opportunities. #J-18808-Ljbffr
Vacancy posted 4 days ago
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