Senior Client AdvisorVirtualVocations • Savannah, Georgia, United States
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Senior Client Advisor
VirtualVocations • Savannah, Georgia, United States
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
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A company is looking for a Senior Client Advisor | Investment Strategies.
Key Responsibilities
Manage strategy-only client relationships and provide personalized investment recommendations
Conduct annual client reviews and collaborate with business leaders for joint sales efforts
Educate clients on investment solutions and convert them into full wealth management clients
Required Qualifications
Bachelor's degree in Business, Finance, Economics or related field
Minimum of 6 years' experience in the financial services industry, focusing on investments
FINRA Series 65 certification
Knowledge of financial markets and modern portfolio theory
Preferred certifications include CFP, CFA, or CIMA
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Client Advisor • Savannah, Georgia, United States
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