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Financial Consultant Banking & Finance Financial Sales

Wealth Planning Client Advisor

Job in Ridgeland, Madison County, Mississippi, 39158, USA
Listing for: Journey Wealth Strategies
Full Time position
Listed on 2026-01-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Banking & Finance, Financial Sales
  • Customer Service/HelpDesk
    Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Ridgeland, MS, is seeking a full-time Client Services Advisor to enhance client engagement. The role focuses on providing exceptional service, managing client inquiries, and building strong relationships to support financial goals. Successful candidates should possess strong customer service and communication skills, with a preference for a degree in Business or Finance. Knowledge of financial services is a plus.

This position is on-site and offers an opportunity to contribute to client satisfaction.
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