Senior Client-Focused Financial Advisor & Planning
Listed on 2026-11-05
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
The Search, LLC and a Melbourne-based independent financial planning firm are seeking a Senior Servicing Advisor to serve an established book of existing clients. This client-focused role centers on delivering personalized service and maintaining strong relationships in a collaborative office environment.
You will conduct regular client reviews, guide 401(k) and IRA rollovers, support account transitions, and work with the advisory team to present a consistent message.
We are seeking a motivated Senior Client-Focused Financial Advisor & Planning to join The Search, LLC in Melbourne, FL, United States.
The position is based in Melbourne, FL, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 85..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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