Job Description:

Client Services and AdvisoryAn RIA client is seeking a Service Advisor for their firm in the St. Peters, MO area. The role is part Client Services and part Advisory.Series 7 and 65 (or 66) is requiredCollaborate with Financial Advisors and other team membersPerform service requests from FA's, as well as normal client service duties including, but not limited to: onboarding, client pre-meetings, reports, trades and client requestsPerform basic client advisory Licensing required along with 3 years min experience