Wealth Management Client Success Advisor - Murfreesboro Tennessee

Company: VirtualVocations
Location: Murfreesboro, Tennessee
Posted On: 01/29/2025

A company is looking for a Senior Client Success Advisor in Wealth Management.



Key Responsibilities

Coordinate end-to-end client experiences and provide personalized portfolio recommendations
Analyze client dashboards to identify opportunities for additional asset management
Collaborate with financial advisors to develop outreach strategies for existing clients


Required Qualifications

Possess a Series 65 (or FINRA-approved equivalent) and a clean U4 record
Experience in retail investment sales, including proactive outbound prospecting
Ability to work primarily from a home office
Strong interpersonal skills and a collaborative team-oriented approach
Detail-oriented with knowledge of investment products and services More...

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