Senior Client Success Advisor Nationwide Remote
Job Summary
A company is looking for a Senior Client Success Advisor for a remote position.
Key Responsibilities:
- Handle financial planning and investment management conversations
- Conduct client outreach and portfolio reviews
- Present personalized portfolio recommendations and drive asset growth
Required Qualifications:
- Bachelor's Degree or higher in business, finance, or related field
- FINRA Series 65, 7, and 63 registrations required
- Minimum 5 years of experience working with investors
- Detail-oriented with ability to handle operational complexities
- Expert knowledge of investment products and services
COMPLETE JOB DESCRIPTION
The job description is available to subscribers. Subscribe today to get the full benefits of a premium membership with Virtual Vocations. We offer the largest remote database online...
Company Overview
Company Company Name
Headquarters Headquarters
Founded Founded
Website
Wikipedia Wikipedia URL
BBB URL BBB URL
The company description is available to subscribers. Subscribe today to get the full benefits of a premium membership with Virtual Vocations. We offer the largest remote database online...
BECOME A PREMIUM MEMBER TO
UNLOCK FULL JOB DETAILS & APPLY
- ACCESS TO FULL JOB DETAILS AND APPLICATION INFORMATION
- HUMAN-SCREENED REMOTE JOBS AND EMPLOYERS
- COURSES, GROUP CAREER COACHING AND RESOURCE DOWNLOADS
- DISCOUNTED CAREER SERVICES, RESUME WRITING, 1:1 COACHING AND MORE
- EXCELLENT CUSTOMER SUPPORT FOR YOUR JOB SEARCH
