Strategic Advisor Assistant — Client Services & Planning

A financial services firm in Florida is seeking a high-performing Advisor Assistant to join their team. This role requires 5+ years of experience in advisor support and financial planning, strong CRM proficiency, and excellent communication skills. The Advisor Assistant will support advisors with client service, maintain CRM data, and enhance the overall client experience in a fast-paced environment. Interested candidates should apply directly or send their resume to the hiring manager. #J-18808-Ljbffr