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Servicing Financial Advisor: Client-Focused & Support
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-01-01
Listing for:
Claire Myers Consulting
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A well-established wealth management firm in Boca Raton, Florida, is seeking a motivated Servicing Financial Advisor to enhance client relationships and support financial planning. The role requires 3-5+ years of wealth management experience and relevant certifications (Series 7, 66/63, State Life & Health). A strong customer service mentality and excellent communication skills are essential. The position offers a salary between $80,000 and $100,000 plus bonuses and benefits, with professional growth opportunities available.
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