Wealth Portfolio Strategist

A leading insurance and financial services company in Springfield is seeking a motivated Client Portfolio Consultant. This role involves working closely with advisors to enhance client onboarding and maintaining ongoing relationships. The ideal candidate will need a Bachelor's degree and 2+ years in financial services. Required certifications include Series 7 & 66. Join a dynamic team focused on creating efficiencies within a growing organization, while offering unprecedented support to enhance client experiences. #J-18808-Ljbffr