Position Details
Client-Focused Financial Planning Associate Apply
A leading financial services firm in Reidsville seeks a client service specialist to support financial representatives. This role involves preparing financial plans, managing client follow-ups, and executing trades with a focus on organization and communication. Ideal candidates will have a Health and Life license, experience in financial or insurance services, and strong attention to detail. Join a dedicated team focused on building lasting client relationships. #J-18808-Ljbffr
