More jobs:
Client Relationship & Growth Advisor
Job in
Longmeadow, Hampden County, Massachusetts, 01106, USA
Listed on 2026-08-21
Listing for:
Retirement Income Source, LLC.
Full Time
position Listed on 2026-08-21
Job specializations:
-
Finance & Banking
Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
Retirement Income Source SFG in the Springfield/Longmeadow area is seeking a Client Service Advisor to expand client engagement and contribute to firm revenue growth. This role blends financial consulting with proactive business development by nurturing existing client relationships and identifying new opportunities to onboard prospective clients.
The ideal candidate has a background in financial services, strong interpersonal skills, and the ability to match client needs with tailored financial
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