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. #J-18808-Ljbffr Ascendo Resources