Wealth Service Advisor & Client Liaison
Claire Myers Consulting
A prominent wealth management firm in Florida is seeking a motivated Service Financial Advisor to enhance client relationships and support comprehensive financial planning. This role requires strong interpersonal skills and a customer service mentality, ensuring client satisfaction. Ideal candidates should have a solid background in wealth management, with licenses such as Series 7 and Series 66/63. The position offers a flexible atmosphere and paths for professional growth, including potential advancement to Senior Service Advisor or Lead Advisor. #J-18808-Ljbffr Claire Myers Consulting
Vacancy posted 20 hours ago
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