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Client Advisor Financial Services
Job in
Westbrook, Connecticut, 06498, USA
Listed on 2026-02-06
Listing for:
e of Retirement Income Source, LLC
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Insurance Sales, Financial Sales
Job Description & How to Apply Below
Location: Westbrook
A financial services firm in Westbrook, CT is seeking a Client Service Advisor to enhance client engagement and contribute to revenue growth. The role requires a strong background in financial services, exceptional interpersonal skills, and proven success in sales. Responsibilities include analyzing client portfolios, building relationships, and driving new client acquisition. The ideal candidate will hold a relevant Bachelor's degree and possess an active Series 65 license or equivalent.
This position offers comprehensive benefits, including employer-covered medical insurance and a 401K with company match.
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