Wealth Planning Support Specialist
GFG Solutions
GFG Solutions in Orlando, FL is seeking a Service Advisor to join our wealth management team. You will work closely with Lead Advisors, clients, and the planning team to deliver high‑quality service, ensure meetings, recommendations, documentation, and follow‑ups are handled accurately. The ideal candidate is organized, detail‑oriented, proactive, and comfortable managing multiple priorities while collaborating with advisors and clients. #J-18808-Ljbffr GFG Solutions
Vacancy posted 3 days ago
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