×
Apply for Jobs Apply for Jobs Post a Job Post a Job Local Jobs Home
Register Here to Apply for Jobs or Post Jobs. X
More jobs:
Financial Advisor

Wealth Management Client Services Specialist

Job in Orlando, Orange County, Florida, 32885, USA
Listing for: APEX WEALTH MANAGEMENT, LLC
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A wealth management firm in Orlando, Florida is seeking an experienced Client Service Assistant to foster client relationships and support financial advisors. Responsibilities include managing client interactions, onboarding, execution of financial plans, and maintaining client data. The ideal candidate will have at least 3 years in financial services, preferably with an active FINRA Series 7 license, and strong communication skills.

Join a team-oriented environment offering competitive salary and professional growth opportunities.
#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary
Advanced Search