Financial Services Advisor

Journey Wealth Strategies

The Service Advisor will assist with the effective day-to-day operations of the firm. This position is ideal for a Licensed professional who can provide world-class counsel and wealth management services to our private client group. The successful candidate should be skilled and experienced in using financial planning tools and software/technology. Journey Wealth is committed to our established high-level and trustworthy client relationships. Additionally, experience working in financial services with a management team and high-net-worth clients would be assets. Skills Attention to Detail. Obsession with accuracy and completing complex tasks. Fine-Tuned Communication. Ability to build and maintain a connection and trust with clients. Organizational: Ability to manage multiple projects simultaneously. Manage time effectively in a dynamic, fast-paced environment. Technical Proficiency: Working knowledge of financial planning software and CRM systems. Exceptional note-taking and record-keeping ability. Compensation Salary Commensurate with experience, competitive market rate, plus team performance bonuses. Position will remain open until February 15th. #J-18808-Ljbffr Journey Wealth Strategies

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Vacancy posted 3 days ago

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