Series 65 Licensed Client Success Advisor

A company is looking for a Client Success Advisor- Investor Services. Key Responsibilities Coordinate with dedicated financial advisors to provide personalized portfolio recommendations and product positioning Analyze client dashboards to identify opportunities for additional asset management Engage with existing clients to pursue further investment opportunities and provide feedback to the Wealth Management team Required Qualifications Possess a Series 65 (or FINRA-approved equivalent) with a clean U4 record Experience in retail investment sales including proactive prospecting and suitability assessments Ability to work primarily from a home office Strong interpersonal skills and a collaborative team-oriented approach Detail-oriented with expertise in investment products and services

Feb 25, 2025 - 16:34

A company is looking for a Client Success Advisor- Investor Services. Key Responsibilities Coordinate with dedicated financial advisors to provide personalized portfolio recommendations and product positioning Analyze client dashboards to identify opportunities for additional asset management Engage with existing clients to pursue further investment opportunities and provide feedback to the Wealth Management team Required Qualifications Possess a Series 65 (or FINRA-approved equivalent) with a clean U4 record Experience in retail investment sales including proactive prospecting and suitability assessments Ability to work primarily from a home office Strong interpersonal skills and a collaborative team-oriented approach Detail-oriented with expertise in investment products and services