Branch Service Advisor | Financial Licensing Required

The Branch Service Advisor serves as a key point of contact within the Branch & Concierge Services team, providing high-touch support by processing FA requests, resolving inquiries, and addressing service needs. This role involves maintaining strong relationships with Financial Advisors and internal partners, acting as a trusted liaison between branches and operational units. The position follows a hybrid-friendly schedule with three days per week in the St. Petersburg, FL corporate office.