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Financial Advisor Financial Services Financial Consultant

Client Success Advisor – Financial Services

Job in Orlando, Orange County, Florida, 32885, USA
Listing for: GG Group Ventures LLC
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Orlando is seeking a Service Advisor to enhance client engagement and retention. The role requires 2-3 years of experience in financial services, a Series 65 or 66 license, and a degree in finance. Candidates should possess strong organizational skills and excellent communication abilities. This position involves direct collaboration with clients, tracking engagements, and efficient execution of consulting plans.

The company focuses on aligning business decisions with financial goals.
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