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Financial Advisor / Client Service Manager #100335

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Posted: Fri, 12 Apr 2019 13:48:05 -0400

Location: Peoria, AZ

Industry: Accounting Finance

Job Type: Direct

Skill Set: Associate (3+yrs)

Pay/Rate: 70000.00/YEAR


Financial Advisor / Client Service Manager

A professional and friendly job-seeker is needed for a Direct-hire Financial Advisor / Client Service Manager position in Peoria, AZ! As the Financial Advisor / Client Service Manager, you will come aboard to service our client company’s current book of business, generate new business, and be part of a small office team. This position offers $70K a year.

Our client company offers over thirty years of retirement wealth management and income planning expertise to Baby Boomers and Retirees, specializing in protecting and safely growing your finances today to help you create and maintain a comfortable lifestyle for tomorrow.

Responsibilities of the Financial Advisor / Client Service Manager include:

  • Maintaining a current book of business as well as generate new business.
  • Staying up-to-date on 529 and financial services industry knowledge to support clients.
  • Addressing opportunities to maintain and improve business relationships with clients.
  • Protecting and securing all client data held by the company from unauthorized sources.
  • Performing other related duties as needed.

Perks of Working with Our Client Company (for full-time employees):

  • Career development opportunities
  • Competitive compensation and benefits package
  • Flexible working schedule
  • Generous paid time off
  • And more!


Requirements of the Financial Advisor / Client Service Manager:

  • Bachelor’s Degree or equivalent work experience preferred
  • Minimum 3 years’ experience in financial services, preferably in a similar role
  • Series 65 or 66 license
  • Flexible and adaptable to changing business needs
  • Excellent interpersonal and communication skills with a strong attention to detail

Contemporary Staffing Solutions (CSS) is a company that exudes unwavering results with urgency, honesty and integrity. CSS has been a leading provider of contract, temporary, temporary-hire & direct hire solutions. We began as a staffing agency and evolved to a national provider of workforce management solutions with a niche recruitment focus in Accounting & Finance, Call Center & Office, Human Resources, Sales & Marketing, Information Technology, and Salesforce. We respect our clients and candidates equally while keeping the client’s best interest in mind. Everyone at CSS operates with pro-active pipelines and with the highest business ethics, a winning spirit in our approach, a team-oriented work flow, with real cross training. The CSS team coaches you with current business intelligence so that we can manage your expectations. It’s what makes CSS great and, most importantly, FUN to work with!

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Mt. Laurel, NJ 08054

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