The Client Services Specialist will assist in responding to client requests and serve as the primary support for the Financial Advisors. This position provides the foundational experience and knowledge for someone interested in pursuing a career and a financial planner/advisor.
Delta Financial Advisors, Inc. located in Kensington MD is looking to add an experienced Financial Advisor(s) to our team. We are a SEC registered RIA firm that is relationship-focused, providing comprehensive wealth management and retirement income planning for a diverse client base. As an advisor on our team, you will use your knowledge and skills obtained through experience, education, and training to help ensure clients achieve their financial plans.
