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Client Service Advisor

Wilmington, DE
Posted 1 month ago

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

Job Features

Job CategoryFinancial Advisor Opportunities

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