Wealth Management Service Advisor
Ascendo Resources
Wealth Management Service Advisor
Ascendo is excited to present this opportunity in the financial services industry. We are seeking a dedicated professional to join an established wealth management group in Boca Raton. The ideal candidate will have an active Series 7 license and a strong background in overseeing client accounts with a focus on exceptional service. This role centers entirely on relationship building and account management rather than sales, making it perfect for someone with a client first mindset.
Responsibilities:
- Facilitate ongoing communication with clients to ensure their financial objectives and service needs are met.
- Partner with internal teams to manage account administration and operational workflows efficiently.
- Oversee and monitor a dedicated portfolio of client accounts under the 1M asset threshold.
Qualifications:
- Active Series 7 license is required.
- 2+ years of prior experience in a relationship management or client service role within the financial sector.
- Exceptional professional communication and interpersonal skills.
- Demonstrated ability to accurately manage and review multiple client portfolios.
ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.
Vacancy posted 4 days ago
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