Wealth Management Client Advisor

Prime Capital Financial; Destin (FL); On-site; USD 60,000 - 80,000; Full time

Job summary

A financial advisory firm is seeking a Service Advisor in Destin, Florida to provide high-touch client experiences. The role involves managing client relationships, executing financial planning strategies, and ensuring operational excellence. The ideal candidate will hold a Bachelor’s degree and Series 65 certification with over 3 years in wealth management. This position is focused on client satisfaction and developing financial strategies, contributing to both individual and firm success.

Qualifications

• Bachelor’s degree in Finance, Business, or a related field is required.
• 3+ years of experience in wealth management or financial advisory services.
• Series 65 certification is mandatory, CFP® designation preferred.

Responsibilities

• Serve as a primary point of contact for assigned client relationships.
• Lead client review meetings and deliver financial planning updates.
• Analyze client financial data and develop actionable planning strategies.

Skills

Client relationship management

Financial planning strategies

CRM proficiency

Education

Bachelor’s degree in Finance, Business, or related field

Series 65 certification

CFP® designation (preferred or in progress)

Tools

Financial planning software

CRM systems

Job description

A financial advisory firm is seeking a Service Advisor in Destin, Florida to provide high-touch client experiences. The role involves managing client relationships, executing financial planning strategies, and ensuring operational excellence. The ideal candidate will hold a Bachelor’s degree and Series 65 certification with over 3 years in wealth management. This position is focused on client satisfaction and developing financial strategies, contributing to both individual and firm success.