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Financial Advisor Assistant: Client Planner & CRM Pro
Job in
Fruitland Park, Lake County, Florida, 34731, USA
Listed on 2026-06-02
Listing for:
FAMILY FINANCIAL ADVISORS INC
Full Time
position Listed on 2026-06-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
FAMILY FINANCIAL ADVISORS INC in Florida seeks a Financial Advisor Assistant (Servicing Advisor) to support the team by managing client inquiries, preparing financial analyses, and ensuring compliance with regulatory standards. You will need to have strong analytical skills, previous experience assisting a Financial Advisor, and be proficient in financial software and Microsoft Office.
The responsibilities include client account maintenance, preparing for meetings, and updating financial plans for annual reviews. A Bachelor’s degree in a relevant field is preferred.
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