43 Client Service Advisor Jobs in Fort Worth, TX
Styre Wealth is Hiring a Client Service Advisor Near Fort Worth, TX
Attention 2024 Graduates!
At Styre Wealth, we provide private wealth management services for high-performing professionals, families, and institutions. Our team leverages deep experience and capability in investment management and financial planning to find long-term solutions. We are always interested in hiring the best and brightest. If you are a high-performer, want to learn from the best, and are looking for opportunities to advance, please communicate your interest and send a Resume with your experience and qualifications.
Our Client Service Advisor (CSA) position is an excellent entry into the Wealth Management industry and provides opportunities into financial planning, operations, and investment management. We are looking for a high-performing and competitive addition to our team to learn the business by assisting in Private Client Services in the areas of investment management, financial planning, and general client support. A CSA will work closely with Associate Advisors (Associates) to provide primary day-to-day client support. CSAs will interact directly with Styre clients or retirement plan participants under the direction from Partners and Associates and are responsible for providing service in line with Styre’s high expectations. Success in this role will require a positive attitude, eagerness to learn, accuracy, timeliness, and strict attention to detail.
While we evaluate applicants in many ways, a competitive applicant must have:
- A four-year degree(s) from a competitive university
- Competency in financial math, applying time-value of money concepts, and using spreadsheet applications
- Relevant experience or internship in the financial services industry
- Positive attitude, competitive spirit, and intellectual curiosity
- A strong desire to advance in our organization over the long-term
Compensation varies depending on the applicant, but includes a competitive base salary, incentive opportunities, and retirement benefits to eligible employees. We also offer health insurance, paid time off, and other industry perks.
Job Type: Full-time
Pay: From $65,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
Compensation package:
- Bonus opportunities
Schedule:
- Monday to Friday
Experience:
- Financial services: 1 year (Required)
Work Location: In person
Job Summary
Full Time
$52k-68k (estimate)
04/25/2024
08/21/2024
The job skills required for Client Service Advisor include Client Service, Financial Services, Wealth Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Service Advisor positions, which can be used as a reference in future career path planning. As a Client Service Advisor, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Advisor. You can explore the career advancement for a Client Service Advisor below and select your interested title to get hiring information.
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