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Securities-Licensed Client Relations Specialist
Securities-Licensed Client Relations SpecialistInVestra • Jacksonville, FL, United States
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Securities-Licensed Client Relations Specialist

Securities-Licensed Client Relations Specialist

InVestra • Jacksonville, FL, United States
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A financial services firm in Jacksonville is seeking a Securities Licensed Client Relationship Manager. This role supports lead advisors by managing client relationships, preparing materials, and ensuring a seamless client experience. Ideal candidates will hold the required securities licenses and have experience in financial services while displaying excellent communication and organizational skills. The firm fosters a collaborative and faith-based work environment with growth opportunities.

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SecuritiesLicensed Client Relations Specialist • Jacksonville, FL, United States

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