Wealth Management Client Success Advisor
Company: VirtualVocations
Location: Everett
Posted on: February 1, 2025
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Job Description:
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
Keywords: VirtualVocations, Edmonds , Wealth Management Client Success Advisor, Executive , Everett, Washington
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