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Financial Consultant Wealth Management

Wealth Advisory & Client Relations Specialist

Job in LaGrange, Troup County, Georgia, 30240, USA
Listing for: Longview Advisors, LLC
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A boutique wealth management firm in LaGrange, Georgia, is seeking a Servicing Advisor. This role focuses on building and maintaining client relationships while managing investments and offering strategic financial planning. Ideal candidates will have a Bachelor’s degree in finance or economics, along with at least three years of experience in wealth management. The position promises personal fulfillment by helping clients achieve generational wealth, along with opportunities for professional development in a collaborative environment.
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