- Are you passionate about providing personalized client support and guiding individuals through complex financial processes with care, transparency, and empathy? We’re looking for a dedicated Inheritance Support Specialist to deliver one-on-one assistance to clients throughout the inheritance process. This position requires relationship management skills, attention to detail, and the ability to navigate SEC/FINRA compliance regulations. If you thriAre you passionate about providing personalized client support and guiding individuals through complex financial processes with care, transparency, and empathy? We’re looking for a dedicated Inheritance Support Specialist to deliver one-on-one assistance to clients throughout the inheritance process. This position requires relationship management skills, attention to detail, and the ability to navigate SEC/FINRA compliance regulations. If you thri
