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Financial Advisor Financial Services

Wealth Client Advisor — Relationship & Service Specialist

Job in Palm Harbor, Pinellas County, Florida, 34683, USA
Listing for: Costanzo Financial Advisors
Full Time position
Listed on 2026-05-19
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Costanzo Financial Advisors in Palm Harbor, Florida, is looking for a Client Service Advisor to serve as the main point of contact for clients, ensuring high-quality service. The role requires 2-5 years of experience in wealth management and a Bachelor's degree in Finance or related fields. Responsibilities include conducting client reviews, coordinating with internal teams, and managing accounts. This position offers a competitive salary and pathways for career advancement in a collaborative team environment.
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