Wealth Advisory: Client Relationship Specialist

Advisor Talent Solutions in Shelton, Connecticut, is searching for a Service Advisor to join a fast-growing RIA. In this client-facing role, you will assist existing clients without the pressure of cold prospecting. Key responsibilities include developing financial and tax plans, maintaining client relationships, and providing high-touch service. Ideal candidates will have experience in wealth management or financial planning and a strong client-first mindset.

Join a collaborative team focused on delivering exceptional client experiences.
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