Claire Myers Consulting in Texas is seeking an experienced Service Advisor to work closely with the lead advisor, manage and deepen existing client relationships, and participate in financial planning. This is a client-facing role that does not require building a new book of business, but offers hands-on planning, ongoing service, and coordination with the team.
Ideal candidates have 3 years of wealth management or financial services experience, Series 7 and 63 preferred, and strong
#J-18808-LjbffrWealth Planning Associate — Client Service Lead in katy at Unknown Company
This position is listed as full time and onsite.