CMC Recruiting is assisting a wealth management practice in recruiting a Service Advisor in the United States (Katy, Texas). The role supports the lead advisor, assists with client service, and helps deepen client relationships.
The successful candidate will participate in client meetings, prepare financial planning materials, and identify planning opportunities while handling follow-up and ongoing service for existing clients.
#J-18808-LjbffrWealth Planning Advisor - Client-Facing, Second Chair in katy at Unknown Company
This position is listed as full time and onsite.