A successful RIA firm focused on the 55 and over wealthy market in the Wilmington, DE area is seeking a client service advisor to add to their team. This individual will service the firm’s current clients.

Job Responsibilities

• Work with the firm’s existing clients
• Client reviews
• Portfolio analysis
• Asset re-balancing

Qualifications and Details

• 65 preferred
• CFP a plus
• Salary plus bonus on revenue
• Full benefits
• Great opportunity for someone who loves working with clients but does not like prospecting