Client Service Coordinator

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Pensacola, FL Full-time Posted 30+ days ago
Client Service Coordinator  Investment & Wealth Advisory  |  Pensacola, FL  |  Full-Time  Who We Are  Saltmarsh Financial Advisors is a client-focused Registered Investment Advisor managing approximately $400 million in assets for organizations, individuals, and families. Our team of experienced and credentialed professionals delivers comprehensive wealth management services. This includes investment management, financial planning, estate planning coordination, and tax strategy consultation. We pride ourselves on our fiduciary standard, transparent fee structure, and commitment to…

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