Client Service Advisor

Retirement Income Source SFG · Westbrook, CT

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About this role

Description POSITION: Client Service Advisor Location: Westbrook, CT FLSA Classification: Exempt Who We Are At Retirement Income Source SFG, we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. We believe peace of mind comes from understanding your options and making informed…

Excerpt only. The full posting is on the employer’s careers site.

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