Client Success Advisor – Financial Services

A financial services firm in Orlando is seeking a Service Advisor to enhance client engagement and retention. The role requires 2-3 years of experience in financial services, a Series 65 or 66 license, and a degree in finance. Candidates should possess strong organizational skills and excellent communication abilities. This position involves direct collaboration with clients, tracking engagements, and efficient execution of consulting plans. The company focuses on aligning business decisions with financial goals. #J-18808-Ljbffr