Wealth Manager & Client Services Lead

A financial advisory firm in Leland, NC is seeking a Service Advisor with a strong background in the financial industry. The ideal candidate will have a Bachelor’s degree (preferred) and at least 5 years of relevant experience, including CFP qualifications. Responsibilities include responding to client inquiries promptly, maintaining licenses, and supporting advisors in client services.

This role offers competitive pay ranging from $70,000 to $80,000 per year, alongside benefits such as 401(k) contributions and paid time off.
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