Client Success Advisor, Financial Planning
Job in
St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listed on 2026-07-18
Listing for:
The Chamberlin Group
Full Time
position Listed on 2026-07-18
Job specializations:
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Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
The Chamberlin Group in St. Louis, MO is seeking a Client Service Advisor to develop and maintain advisor‑client relationships, manage onboarding, and handle account management with support from the team.
Ideal candidates have 3+ years in client service/sales in financial services, Series 65 or 66, and a college degree is preferred. Hub Spot/Right Capital experience is a plus. Base salary $70K‑$90K with 20% bonus potential and a comprehensive benefits package.
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