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Licensed Client Service Associate – Team- Wealth Advisory
Job in
Greenville, Greenville County, South Carolina, 29610, USA
Listed on 2026-01-27
Listing for:
JEHM Wealth & Retirement
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
A boutique financial services firm in South Carolina seeks a licensed Client Service Associate for a service-focused advisory role. This position emphasizes client relationships and teamwork, with responsibilities including leading progress reviews and supporting ongoing service needs. Ideal candidates have 2+ years in financial services. The firm values accuracy and collaboration, offering competitive pay and benefits without heavy sales pressure.
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Position Requirements
10+ Years
work experience
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