Wealth Advisor Associate – Client Relations

A financial services firm in Lexington, KY is seeking an Associate Advisor to manage client relationships and provide sound financial advice. The ideal candidate will have a Bachelor's degree, experience in client relationship management, and proficiency with CRM software. Responsibilities include facilitating client meetings, preparing reports, and supporting the firm's growth initiatives. This role fosters a culture of collaboration and commitment, aimed at delivering superior service to clients. #J-18808-Ljbffr