Financial Planning Client Services Specialist
Job in
Indiana Borough, Indiana County, Pennsylvania, 15705, USA
Listed on 2026-07-01
Listing for:
Delta Financial Advisors, Inc.
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Services, Wealth Management
Job Description & How to Apply Below
Delta Financial Advisors, Inc. is seeking a Client Services Specialist to assist with client requests and support Financial Advisors. The role involves preparing presentations, managing accounts, and scheduling appointments. The ideal candidate should have a Bachelor’s degree or AA in a relevant field and experience in the financial services industry.
This in-office position encourages career development, including support for certifications like the Certified Financial Planner and Series 65 licensing.
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