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Client Relationship Advisor - Financial Planning Support

Job in Troy, Pike County, Alabama, 36079, USA
Listing for: Financial Services of America
Full Time position
Listed on 2026-08-22
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Sales
Salary/Wage Range or Industry Benchmark: 47000 - 57000 USD Yearly USD 47000.00 57000.00 YEAR
Job Description & How to Apply Below

Financial Services of America is seeking a Client Relationship Advisor, a client-facing, non-sales role focused on ongoing financial planning and service coordination. You’ll bridge our financial advisors and families, handling follow-up communications, account updates, and service delivery.

This in-person role at our Troy, MI headquarters emphasizes accuracy, organization, and professional communication. Requires at least 2 years in financial services and a Series 65 license (or willingness to

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