About this role
Client Service Advisor at Retirement Income Source SFG. Location: Westbrook, Connecticut, United States. Role: analyzing portfolios, developing strategies, engaging clients Requirements: Bachelor’s degree in finance or related field; Series 65 or 7/66; financial services, client relationships, and sales experience; CRM and planning software proficiency. Category: Sales Seniority: Mid Level Tools: Salesforce, Financial planning software, Microsoft Excel, Microsoft Outlook Certifications: series 65, series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English