One Day In July LLC is seeking an organized, client-focused administrative professional to support our advisor team in St. Petersburg, FL.
This full-time role involves client calls, onboarding coordination, and meticulous record management in Schwab and our CRM, with occasional travel to events. Ideal candidates will hold a Series 65 or commit to obtaining it within 6 months, demonstrate exceptional communication, and maintain confidentiality and ethical standards while contributing to efficient
#J-18808-LjbffrInvestment Advisory Support Specialist in saint petersburg at Unknown Company
This position is listed as full time and onsite.