Wealth Service Advisor & Client Liaison

Claire Myers Consulting; Boca Raton (FL); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Flexible working conditions

Supportive team atmosphere

Professional growth opportunities

Job summary

A prominent wealth management firm in Florida is seeking a motivated Service Financial Advisor to enhance client relationships and support comprehensive financial planning. This role requires strong interpersonal skills and a customer service mentality, ensuring client satisfaction. Ideal candidates should have a solid background in wealth management, with licenses such as Series 7 and Series 66/63. The position offers a flexible atmosphere and paths for professional growth, including potential advancement to Senior Service Advisor or Lead Advisor.

Qualifications

• 3-5+ years of experience in wealth management.
• Understanding of financial products and planning concepts.
• Relentless drive to learn more about financial markets.

Responsibilities

• Serve as the secondary chair in client meetings.
• Establish strong relationships with new and existing clients.
• Maintain accurate and detailed records of client interactions.

Skills

Interpersonal communication skills

Customer service mentality

Organizational skills

Education

Series 7

Series 66/63

State Life & Health license

Job description

A prominent wealth management firm in Florida is seeking a motivated Service Financial Advisor to enhance client relationships and support comprehensive financial planning. This role requires strong interpersonal skills and a customer service mentality, ensuring client satisfaction. Ideal candidates should have a solid background in wealth management, with licenses such as Series 7 and Series 66/63. The position offers a flexible atmosphere and paths for professional growth, including potential advancement to Senior Service Advisor or Lead Advisor.