Wealth Advisor Associate: Key Client Relationships
Job in
Lexington, Fayette County, Kentucky, 40598, USA
Listed on 2026-01-25
Listing for:
Raymond James
Full Time
position Listed on 2026-01-25
Job specializations:
-
Finance & Banking
-
Sales
Job Description & How to Apply Below
A financial services firm located in Kentucky is seeking an Associate Advisor to manage and deepen client relationships while supporting the firm's growth. Candidates should have a Bachelor's degree, experience in client relationship management, and relevant licenses. The role requires effective communication skills, proficiency in CRM software and Microsoft Office Suite. The firm promotes professional growth and accountability among associates, embodying its core values of client-first and integrity.
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Position Requirements
10+ Years
work experience
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