Senior Wealth Client Advisor & Strategist
Selby Jennings
Selby Jennings in Boca Raton seeks a seasoned wealth-management support professional to act as the day-to-day relationship contact for a designated client group, ensuring timely communication and exceptional service. You will collaborate with advisors on client reviews, analyze financial data, develop personalized recommendations, and create portfolio reports, net worth analyses, and presentation materials to support planning and investment decisions. #J-18808-Ljbffr Selby Jennings
Vacancy posted 1 day ago
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