Client Relationship Advisor (Series 65) Lead Advisor Path

Belmont Capital Advisors; Belmont (NC); On-site; USD 90,000 - 150,000; Full time

Job summary

A financial services firm is seeking a Client Relationship Advisor to support lead advisors and enhance client servicing efforts. This role demands 5+ years of client-facing experience and offers a clear path for career advancement into a Lead Advisor position. Candidates must excel in a fast-paced environment, possess excellent communication skills, and be proficient in Microsoft Office. This position includes a salary plus variable compensation, with opportunities for performance-based incentives.

Qualifications

• 5+ years client facing experience required.
• Self-motivated with a good work ethic.
• Advanced verbal and written communication skills.

Responsibilities

• Join the lead advisor in client review meetings.
• Coordinate day-to-day activities of a dedicated client base.
• Serve as point of contact for all portfolio-related questions.
• Ensure accurate data entry within the CRM.
• Maintain compliance documentation.

Skills

Customer service

Time management

Analytical skills

Communication skills

Problem solving

Tools

Microsoft Office Suite

Job description

A financial services firm is seeking a Client Relationship Advisor to support lead advisors and enhance client servicing efforts. This role demands 5+ years of client-facing experience and offers a clear path for career advancement into a Lead Advisor position. Candidates must excel in a fast-paced environment, possess excellent communication skills, and be proficient in Microsoft Office. This position includes a salary plus variable compensation, with opportunities for performance-based incentives.