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Lead Service Advisor
At Avier, we strive to change the financial trajectory of people’s lives one financial decision at a time. We are one of the fastest growing financial advisory firms in the Pacific Northwest and we are looking to hire a Lead Service Advisor. We believe in a work life balance, and we collaborate with team members to make sure work is accomplished. Lead Service Advisors primarily work with retirees and existing clients. Their focus is on serving clients, business development is not a focus of this position. They work with the client advisory team and are tasked with delivering stellar financial planning and investment management experience to all of the clients they work with. Lead Service Advisor Role: · Acts
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