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Financial Services Advisor
Job in
Ridgeland, Madison County, Mississippi, 39158, USA
Listed on 2026-02-01
Listing for:
Journey Wealth Strategies
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
The Service Advisor will assist with the effective day-to-day operations of the firm. This position is ideal for a Licensed professional who can provide world-class counsel and wealth management services to our private client group. The successful candidate should be skilled and experienced in using financial planning tools and software/technology. Journey Wealth is committed to our established high-level and trustworthy client relationships.
Additionally, experience working in financial services with a management team and high-net-worth clients would be assets.
- Attention to Detail. Obsession with accuracy and completing complex tasks.
- Fine-Tuned Communication. Ability to build and maintain a connection and trust with clients.
- Organizational:
Ability to manage multiple projects simultaneously. Manage time effectively in a dynamic, fast-paced environment. - Technical Proficiency:
Working knowledge of financial planning software and CRM systems. - Exceptional note-taking and record-keeping ability.
Salary Commensurate with experience, competitive market rate, plus team performance bonuses. Position will remain open until February 15th.
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