Click Here to check the background of this investment professional on FINRA's BrokerCheck
110 Crown Oak Centre Drive
TO APPLY - To arrange a confidential interview, send your resume along with a cover letter explaining what you like about this opportunity to: www.ziprecruiter.com/job/9e0fc847
Immediate, full-time opening for a Client Service Admin at Avanti Wealth Management in Longwood FL, an established and growing Wealth and Tax Advisory firm. We are now accepting applications for a warm, responsible, and customer-focused, individual to join our team. You will be working with a group of collaborative, professional, and dedicated people.
This Client Service Admin position is a critical part of our firm, so it's important that the person we choose will be a "fit" with our commitments and shared values. If you or someone you know would like to work with a team that is friendly, process driven, and helpful, please read on or share this.
ABOUT OUR COMPANY - Avanti Wealth Management was founded in 1987, bringing 34 years of financial, tax and estate planning experience to our community. We serve people who take their financial future seriously and value expert advice. We set our clients at ease by helping them with providing clarity, confidence, and direction their decisions. Our firm continues to grow, and we are sought after because of our personalized service in a friendly environment where clients always come first.
ABOUT THE JOB - KEY RESPONSIBILITIES:
ABOUT YOU - TRAITS AND SKILLS NECESSARY FOR SUCCESS: