Senior Wealth Client Advisor & Strategist
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-08-28
Listing for:
Selby Jennings
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Selby Jennings in Boca Raton seeks a seasoned wealth-management support professional to act as the day-to-day relationship contact for a designated client group, ensuring timely communication and exceptional service.
You will collaborate with advisors on client reviews, analyze financial data, develop personalized recommendations, and create portfolio reports, net worth analyses, and presentation materials to support planning and investment decisions.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×