What are the responsibilities and job description for the Client Relationship Advisor position at BML Wealth Management?
Client Relationship Advisor
Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? BML Wealth Management, located in Irvine, CA is looking for a strong, detail-oriented Client Relationship Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first. If you’re looking for the tools, resources, and freedom to build a great future, please contact us today!
Minimum Requirements :
- 3-5 years of experience in a service advisory or similar role
- Bachelor’s degree preferred
- Intermediate to advanced computer skills
- Insurance licensing required
- Series 65 required
This position requires you possess the following skills :
Responsibilities :
Salary :
Benefits :
Hours :
Presented by Advisor Employee Services Thank you for your interest in the Client Relationship Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https : / / aesplacement.com / . We are not a staffing firm, but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Salary : $70,000 - $100,000