Wealth Management Client Advisor

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. J-18808-Ljbffr