Financial Advisor Specialist
Opportunity SMArtX Advisory Solutions, a fast-growing and innovative financial technology firm headquartered in West Palm Beach, Florida, is seeking a Financial Advisor Specialist to join our Client Success team. This role is focused on delivering world-class client service and ensuring clients maximize the value of the SMArtX platform.
As a Financial Advisor Specialist, you will be the go-to partner for advisors, brokers, and wealth management firms, guiding them through onboarding, training, and day-to-day platform use. You will serve as both a client advocate and product expert, ensuring a seamless experience that builds long-term relationships and drives client success.
Responsibilities
Qualifications
About SMArtX Advisory Solutions
Founded in 2018, SMArtX Advisory Solutions is at the forefront of innovation in the wealth management space. We foster a professional yet relaxed culture that values initiative, collaboration, and growth. If you’re excited to work in a dynamic, high-growth environment with a mission to transform investment technology, we encourage you to apply.