Client Service Advisor
Posted 2 months ago
One of the fastest growing independent RIA firms in the country is seeking a Client Service Advisor for their office in the Cordova, TN area. This individual would work with an existing book of business with the support of a successful firm and marketing system.
Job Responsibilities and Qualifications
- Work with existing clients of the firm
- Client reviews
- Portfolio analysis
- Look for other sales opportunities within the existing book
- 65 required
Salary plus bonus on revenue with full benefits. Great growth potential within the firm.
|Job Category||Financial Advisor Opportunities|