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Client Relationship Advisor – Financial Planning
Job in
Mt Rainier, Mount Rainier, Prince George's County, Maryland, 20712, USA
Listed on 2026-02-12
Listing for:
Sortino Financial Group
Full Time
position Listed on 2026-02-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial advisory firm is seeking a Service Advisor to strengthen client relationships and guide financial decisions. This role involves leading client meetings, supporting ongoing planning, and collaborating with internal teams to ensure client success. Ideal candidates will have a CFP® certification and 3-7 years of experience in financial services. The position offers a flexible work environment and opportunities for professional growth.
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