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Wealth Management Client Services Advisor - Hybrid
Job in
West Des Moines, Polk County, Iowa, 50265, USA
Listed on 2026-07-08
Listing for:
Cambridge Investment Research, Inc.
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Cambridge Investment Research, Inc. is looking for a Client Service Advisor to provide exceptional service by supporting financial advisors and managing client relationships. Candidates should possess at least 4 years of experience in financial services and hold a Series 7 license.
The role involves addressing client needs, preparing client meeting materials, and utilizing CRM systems for accurate record-keeping. Join our collaborative team where you can make a meaningful impact in helping clients reach their financial goals.
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