Remote Wealth Client Specialist
Louisville, Jefferson County, Kentucky, 40201, USA
Listed on 2026-10-20
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Finance & Banking
Wealth Management, Financial Sales
Focus Partners Wealth is seeking a Client Development Specialist to join our remote sales team. You will engage with high-net-worth individuals, qualify inbound leads, schedule meetings with wealth advisors, and manage onboarding with cross-team workflows.
You will drive outreach strategies, track pipeline in CRM, and collaborate with wealth advisors to deliver a seamless client experience while contributing to a performance-driven culture.
The Remote Wealth Client Specialist position in the Sales field is open for applications.
We are currently recruiting a Remote Wealth Client Specialist for our team in Northern, KY, United States.
This is a genuine role to take on the Remote Wealth Client Specialist role at Focus Partners Wealth.
As a Remote Wealth Client Specialist, you will play an important part at Focus Partners Wealth in Northern, KY, United States.
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