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Financial Consultant

Hybrid Investment Advisory Specialist - Client Support

Job in Saint Petersburg, Pinellas County, Florida, 33739, USA
Listing for: Advisor Group
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services firm is seeking an Investment Advisory Specialist to support advisors and their clients with exceptional service. This role requires a minimum of 2 years in financial services and customer support, proficiency in CRM systems, and strong communication and problem-solving skills. Located in St. Petersburg, the candidate will provide answers and support through phone interactions while fostering strong relationships with clients and team members.

This position is full-time and operates on a hybrid schedule.
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