Service Financial Advisor

Compensation: $90,000–$115,000 base + bonusAbout the Opportunity:Our client is an established and growing wealth management practice seeking an experienced Service Advisor to work closely with the lead advisor and help manage and deepen existing client relationships.This is a great opportunity for someone who enjoys working directly with clients and wants to be more involved in financial planning, but does not want the pressure of building their own book of business.The Service Advisor will act as a second chair to the lead advisor, participate in client meetings, prepare financial planning work, identify planning opportunities, and own client follow-up and ongoing service.

What You’ll Do

Serve as a second chair to the lead advisor in client meetingsParticipate in and lead client service and review meetingsPrepare financial plans and planning materials for client meetingsGather and analyze client financial informationHelp identify planning opportunities based on client needs and goalsSupport planning conversations around retirement, investments, insurance, cash flow, and other areas of a client's financial pictureBuild strong relationships with existing clients and serve as a trusted point of contactPrepare for client meetings and own follow-up and next stepsSupport new client onboarding, account opening, asset transfers, and ongoing service requestsCoordinate with the lead advisor and internal team to resolve client needsMaintain accurate client information, meeting notes, and follow-up within the CRMProactively make sure client needs and deliverables stay on trackWhat We’re Looking For:3+ years of wealth management, financial planning, or financial services experienceSeries 7 and 63 strongly preferredExperience working directly with clients in an advisory or relationship management capacitySome experience preparing or contributing to financial plansComfortable participating in client meetings and eventually leading review meetingsStrong understanding of wealth management and financial planning conceptsExcellent communication and relationship-building skillsHighly organized with strong attention to detail and follow-throughProactive, self-directed, and comfortable taking ownershipLife & Health Insurance License is a plusWhy This Opportunity?This is not a business development role. There is no expectation to bring a book of business or prospect for new clients.This is an opportunity for someone who enjoys the client-facing side of wealth management but also wants to be hands-on with financial planning. You’ll work closely with an experienced lead advisor, build meaningful relationships with an established client base, and continue developing your planning and advisory skills within a growing practice.