Client Success Associate: Wealth & Purpose
Steward Wealth Strategies
Steward Wealth Strategies seeks a dedicated Client Service Associate to join our faith-based wealth management team. The role involves direct interaction with prospective clients, preparing client meeting materials, and supporting advisors to deliver exceptional service aligned with biblical stewardship principles. Ideal candidates will have strong communication, organizational skills, and familiarity with Dave Ramsey principles. #J-18808-Ljbffr Steward Wealth Strategies
Vacancy posted 1 day ago
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