Client Experience Advisor, Financial Planning
$55k - $80kBBF Wealth
A financial planning firm seeks a Service Advisor to manage and deepen existing client relationships. You will ensure client satisfaction by providing high-touch service and addressing client needs without prospecting for new business. Key responsibilities include facilitating client meetings, conducting reviews, and communicating market updates. A Bachelor's degree and 3 to 6 years of experience are required, along with SIE and Series licenses. This role is based in New Jersey, with a salary range of $55,000 to $80,000. #J-18808-Ljbffr BBF Wealth
Vacancy posted 3 days ago
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