Client Services Advisor | Hybrid in Financial Planning
BRIDGEPORT FINANCIAL
BridgePort Financial is seeking a highly organized Client Services Advisor to support advisors and deliver an exceptional client experience in a hybrid role. This position coordinates client service activities, meetings, planning support, and operational processes while ensuring client needs are addressed promptly and accurately. Requires 4+ years in financial services and FINRA licenses; salary range $60,000–$80,000 with incentive compensation. #J-18808-Ljbffr BRIDGEPORT FINANCIAL
Vacancy posted 2 days ago
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