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Financial Services Rep - Practice Management
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-02-28
Listing for:
D.A. Davidson
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Services, Banking & Finance
Job Description & How to Apply Below
Location: California
A financial services firm in California is looking for a dedicated Financial Services Representative to assist Financial Advisors in managing lower-revenue clients. This position involves facilitating referrals, enhancing client portfolios, and ensuring client satisfaction through strong communication and service. Ideal candidates will hold a Bachelor's degree and have experience in client relations. This role also offers a competitive hourly pay range and professional development opportunities.
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