Senior Client Advisor

Location: Remote

Compensation: Salary

Reviewed: Thu, Dec 18, 2025

This job expires in: 25 days

Job Category: Financial

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Entry Level, Experienced, Senior Level

Education Level: Bachelors

Job Summary

A company is looking for a Senior Client Advisor | Investment Strategies.

Key Responsibilities

Manage strategy-only client relationships and provide personalized investment recommendations
Conduct annual client reviews and collaborate with business leaders for joint sales efforts
Educate clients on investment solutions and convert them into full wealth management clients

Required Qualifications

Bachelor's degree in Business, Finance, Economics or related field
Minimum of 6 years' experience in the financial services industry, focusing on investments
FINRA Series 65 certification
Knowledge of financial markets and modern portfolio theory
Preferred certifications include CFP, CFA, or CIMA

COMPLETE JOB DESCRIPTION

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