Focus Partners Wealth is seeking a Client Development Specialist to join our remote sales team. You will engage with high-net-worth individuals, qualify inbound leads, schedule meetings with wealth advisors, and manage onboarding with cross-team workflows.
You will drive outreach strategies, track pipeline in CRM, and collaborate with wealth advisors to deliver a seamless client experience while contributing to a performance-driven culture.
#J-18808-LjbffrRemote Wealth Client Specialist in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.