Wealth Management Client Services Associate

3D Wealth Management in Greenville, South Carolina, is seeking a dedicated and detail-oriented professional to support the Wealth Management Advisor. In this role, you'll assist with client service, organize meetings, and handle administrative tasks related to financial planning and investment proposals. Ideal candidates should be licensed in health and life insurance or be willing to obtain their license within two months. A strong technological skill set and excellent communication abilities are essential for success in this fast-paced environment.
#J-18808-Ljbffr